Periodical Newsletter Dealing with Financial Planning

Financial consulting; Financial planning consultation; Financial risk management consultation

consumer credit reporting services

CONSUMER CREDIT REPORTING SERVICES

Providing reimbursement services in the nature of home owner's insurance deductible and reimbursement for the purchase of tax software; providing credit reporting data maintained by others

FINANCIAL PLANNING NEWSLETTER

BUILD, MANAGE, MAINTAIN AND DESIGN FINANCIAL INFORMATION SYSTEMS AND SERVICES

Downloadable electronic publications in the nature of newsletters featuring content and analysis of merger and acquisition trends and developments in the insurance industry along with statistical information related to the insurance industry

PRINTED PUBLICATIONS, NAMELY NEWSLETTERS, MAGAZINES AND SUPPLEMENTS SOLD THEREWITH, AND JOURNALS, ALL FEATURING INFORMATION IN THE FIELDS OF INFORMATION TECHNOLOGY IN THE FINANCIAL SERVICES INDUSTRY

Radio programs, television programs, internet web site, newsletters, brochures, books, newpaper and magazine articles, all concerning finacial matters

software as a service (SaaS) services featuring software for use by the financial services industry in loan pricing, profitability analysis, asset liability management reporting and analysis, financial portfolio analysis for financial institutions, financial risk analysis, financial risk management, credit risk management, risk management, regulatory compliance, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate...

FINANCIAL PLANNING NEWSLETTER

Computer software platforms, downloadable, for structuring unstructured data using artificial intelligence

Financial services, namely, wealth management services

Providing online information in the fields of global computer network usage and market research, including web traffic analysis and reporting services, and featuring global computer network usage patterns and market trends, and consultation services related thereto

Downloadable computer software from a global computer network for use by financial institutions to derive a holistic understanding of their clients' and prospects' financial accounts

Charitable services, namely, developing, coordinating and conducting volunteer outreach projects to promote awareness of organizations that provide legal services at reduced costs; business management consultancy services in the field of legal services; business strategy development services for legal services; developing and coordinating volunteer projects for charitable organizations that provide legal services

Educational services, namely training in the use of computer software used by financial institutions and other businesses

SERVICE OF LENDING MONEY ON MORTGAGES WHICH ARE USED AS COLLATERAL

Underwriting of life insurance products in the field of universal life, whole life, term life and fixed annuities

financial analysis and consultation services; and brokerage services for bonds, securities, mortgages, and commercial loans

Insurance services, namely, professional directors and officers liability, employment practices liability, fiduciary liability and errors and omissions insurance underwriting and administration services

Insurance underwriting in the field of excess liability and employment practices liability

Electronic publications, namely, providing newsletters in the field of financial advice for financial institutions transmitted via e-mail

PROVIDING LIABILITY AND BLANKET BOND INSURANCE COVERAGE FOR FINANCIAL INSTITUTIONS AND THEIR DIRECTORS AND OFFICERS

ASSOCIATION SERVICES, NAMELY, PROMOTING THE INTERESTS OF FINANCIAL INSTITUTIONS

[ PRERECORDED AUDIO AND VIDEO TAPE CASSETTES CONTAINING MARKETING INFORMATION ]

OPERATING A RETIREMENT PLAN WHICH PROVIDES RETIREMENT INCOME AND DEATH BENEFITS TO INDIVIDUALS

newsletter pertaining to legal issues concerning financial institutions and the banking industry

Insurance underwriting in the field of professional liability, employment practices liability, and fiduciary liability

Insurance underwriting and financial risk management services for directors, officers, and management of financial institutions

OPERATING A RETIREMENT AND SAVINGS PLAN FOR OTHERS

Referrals in the field of life insurance

banking services;[ financial services, namely, employee salary and benefits consulting, pension plan administration, actuarial services, personal and institutional trust services], brokerage services, namely, discount brokerage, mutual fund brokerage, security brokerage and stock brokerage services

Downloadable electronic publications in the nature of white papers, reports and manuals featuring information in the field of computer software industry technical standards, in the field of computer software industry technical specifications, in the fields of voluntary standards for interoperability of information technology, in the field of technical standards and specifications for computer programming and computer programming languages, in the field of technical standards and specification...

life, health, accident, sickness, automobile, goods in transit, and property insurance underwriting services; insurance brokerage services; insurance underwriting credit obligations; and financial investment, and brokerage services in the field of securities

Financial and estate planning to include the marketing and sales of individual and business insurance products and securities Products and services may include, but are not limited to life, health, disability and long term care insurances In addition the marketing and sales of personal and business investment products and securities to include pension plans, IRAs, annuities, mutual funds, securities and fee for services

Financial analysis and consultation

Financial services, wealth management, and retirement planning

investment services, namely, annuity underwriting services

financial information provided by electronic means

financial information provided by electronic means

Financial advisory and consultancy services

Insurance, namely, underwriting, issuance and administration of life, health and accident insurance; financial affairs, namely, financial information, management and analysis services; monetary affairs, namely, financial information, management and analysis services; real estate affairs, namely, real estate appraisal and real estate brokerage services; financial and insurance services, namely, financial evaluation for insurance purposes; research and analysis relating to monetary affairs, fin...

Publications, namely, books, hand-outs, workbooks, and training manuals in the field of corporate finance

computer software for use in in house consolidation and presentation of business information

EDUCATIONAL SERVICES - NAMELY, CONDUCTING SEMINARS IN THE FIELD OF COMPUTER BASED INFORMATION SYSTEMS

Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which inform asset manager and wealth manager distribution decisions; Providing online and mobile platforms, including websites, portals and apps, powered by artificial intelligence, which assist investment advisors and wealth managers in personalizing their wealth solutions, and seek to improve end-user wealth outcomes through the provision of investment advice

COMPUTER SOFTWARE FOR USE IN REPORTING ACCOUNTING TRANSACTIONS

cloud computing provided via a website featuring software for use by businesses in performing business management functions, namely, financial account management, financial reporting, accounting and financial analysis of financial transaction data