FINANCIAL SERVICES, NAMELY, FINANCIAL COUNSELING SERVICES FOR BENEFICIARIES OF GROUP LIFE INSURANCE POLICIES

Education services, namely, providing seminars, workshops, virtual meetings in the field of wealth preservation

Consulting and data gathering services in the field of Medicare benefits and enrollment

Providing to consumers, including trustees, executors, personal representatives and responsible family members non-medical assistance in the nature of notification services and assistance with administrative tasks in the nature of obtaining death certificates, contacting of utility services including water, gas, electricity, cable, telephone, internet and cell phone companies to change the account name or close accounts of decedents, contacting and notifying State and local welfare and social...

providing financial assistance and advice to life insurance beneficiaries in the nature of assisting in the closing of bank accounts of the deceased

Business record books; Financial record books; Data books; Printed guides and guide books for identifying, compiling, organizing, locating and/or retrieving estate and financial planning documents and information; Books constituting a system for identifying, compiling, organizing, locating and/or retrieving estate and financial planning documents and information

SERVICES IN THE MANAGEMENT, SUPERVISION, CONSULTATION, ADMINISTRATION, MARKETING AND REGULATORY COMPLIANCE FUNCTIONS IN CONNECTION WITH THE DELIVERY OF PREPAID AND FUTURE LEGAL SERVICES

Insurance consulting in the field of life insurance; Life insurance brokerage

provision of mortgage banking, mortgage lending and mortgage brokerage services

Providing a web-based service featuring technology that enables users, specifically financial advisors, to gather financial asset account information for their clients and prospective clients and enables users to provide financial asset account information, including account description, name, type, balance, number, owner and beneficiary information

financial services, namely, brokerage in the field of [ variable universal life, ] annuities [, and mutual funds ]

Annuity underwriting services, namely, the provision of an annuity contract with an additional death benefit provision with the proceeds being considered income tax free, with the amount of proceeds being calculated to roughly approximate the income taxes that would be associated with the annuity contract's death benefit proceeds

Estate planning; Estate trust planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial trust planning; Trust management accounts; Trust services, namely, investment and trust company services; Estate trust management; Financial trust administration; Financial trust operations; Providing information in the field of estate planning

Providing a web-based service featuring technology that enables users to organize the user's clients and prospective clients financial asset account information, including account description, name, type, balance, number, owner and beneficiary information in a consolidated, easy-to-read digital report, which can be exported in a variety of ways and can facilitate communication with their financial advisor