Advertising, marketing and promotion services

Fixed and variable annuity sales.

Financial advisory and consultancy services; Financial research and information services; Insurance agency and brokerage

COMPUTER SOFTWARE TO TRAIN INSURANCE AGENTS IN ANNUITY MARKETING, SELLING AND ADVANCED PLANNING TECHNIQUES

Conducts marketing services on behalf of Independent Licensed Insurance Agents to locate consumers potentially in need of their services and schedule a meeting to conduct a review

MAGAZINES IN THE FIELD OF INSURANCE AND INVESTMENT PRODUCTS SUCH AS ANNUITIES

Financial advisory and consultancy services

Consulting in the field of sales methods, sales management, and sales improvement; personnel staffing in the field of sales consultants for sales methods, sales management, and sales improvement for technology companies

Preparing audio-visual presentations for use in sales advertising

Sales Presentation

Financial consultancy

Financial consultancy

Annuity services, namely, account and investment administration and the investment and distribution of annuity funds

Financial services, namely, purchasing, servicing, and further assignment of payment obligations issued via structured settlements, annuities, and other contractual payment rights

Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Annuity services, namely, account and investment administration; Annuity underwriting; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment management of and distribution of variable annuities; Underwriting, issuance and administration of annuities

life insurance underwriting services and financial services in the nature of annuity investments

EDUCATIONAL SERVICES, NAMELY, THE PRESENTATION OF SEMINARS, LECTURES, WORKSHOPS, AND CLASSES DIRECTED TO THE SUBJECT OF FINANCIAL INVESTMENT

educational services, namely, the presentation of seminars, lectures, workshops, and classes directed to the subject of financial investment

Providing demand creation and lead generation activities and services

Providing demand creation and lead generation activities and services

Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Investment management of and distribution of annuities

On-line annuity processing services, namely, electronic preparation and submission of annuity applications; electronic processing and transmission of orders for the allocation or reallocation of customers' variable annuity assets among fund investment options; electronic determination of annuity assets from which to deduct adviser fees; electronic processing of annuity owner name and address changes; electronic processing of annuity beneficiary changes; electronic storage of customers' invest...

Providing on-line non-downloadable software for analyzing clients' financial needs using a scoring methodology and matching annuity products to consumers

Paper-based annuity case design resource, namely, printed manuals, pamphlets, brochures, handouts, and instructional materials in the field of annuity planning and sales

Paper-based annuity case design resource, namely, manuals, pamphlets, brochures, handouts, and instructional materials all in the field of annuity planning and sales

Computer software on CD-ROM for financial planning and investing, and user manual sold as a unit

computer consultation and up-dating of computer software

computer programs for word processing, financial computations, electronic mail, preparation of Federal and State Securities and Insurance and Tax Submissions

online securities and insurance brokerage services

Annuity services, namely, account and investment administration

Providing a website featuring information in the field of annuities and structured settlements, including information about securing upfront money in exchange for structured payment streams, access to structured settlement purchasers, and to the legal process of transferring payments in exchange for up-front money, and related posts

Advertising, marketing and promotion services in the annuity industry specifically for independent financial advisors and insurance agents

Financial consultancy

Providing on-line information, news and commentary in the field of annuities

Insurance agency and brokerage

Insurance information; Insurance consultancy

Financial services, namely, alerting issuers and buyers of annuities with relevant information over a global computer network

financial investment consultation

Providing online non-downloadable software for use in providing comparisons, needs analysis, illustrations and enhanced suitability analysis of insurance products

Insurance brokerage services, namely brokerage of fixed annuity products, to include equity indexed, bonus, traditional, multi year guarantee and immediate annuities, that are provided by represented insurance carriers, with licensed agents on a national basis through the World Wide Web

Educational software featuring instruction in income and investment planning

Educational software featuring instruction in annuities and finance

Providing public sector business and market intelligence; market and business research; business consultation services in the field of industry data and research; and market and consumer trends analysis for the finance, investment, insurance, and retirement industries sectors; data analysis in the nature of market analysis for the finance, investment, insurance, and retirement industries; business information management, namely, electronic reporting of business information and business analyt...

Computer software for use in information management in the finance, investment, insurance, and retirement industries sectors, namely, software for information management and information analysis; downloadable electronic reports in the nature of information for the finance, investment, insurance, and retirement industries

Broker dealer financial services in the field of annuities and broker dealer financial services in the field of registered investment advisor support services

Providing on-line information in the field of financial investment

FINANCIAL SERVICES, NAMELY, COMPUTERIZED FINANCIAL DATABASE MANAGEMENT AND ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS

Financial services, namely, transacting annuity investments over a global computer network

Sales materials in the field of financial investment services

Insurance agency and brokerage