Banking Services-Namely, Telephone Funds Transfer Services

Banking Services-Namely, Telephone Funds Transfer Services

individual, single premium annuity/insurance brokerage services

Consultation for retirement planners in the field of marketing financial services; business consultation for retirement income planners in the field of strategic planning; creating marketing materials for retirement income planners

DVDs featuring business educational materials

Financial services, namely, providing an optional guaranteed minimum withdrawal benefit option that includes both a roll-up and a step-up feature and is available as a fixed indexed annuity that guarantees income withdrawals for one life or for two lives if including a spousal life option

Providing financial asset management services

operational support and network management applications computer software for use by communications operating companies in the delivery of voice, video, data and multi-media services

FINANCIAL SERVICES, NAMELY, THE SERVICES OF CREATING, MARKETING AND OFFERING FOR SALE SECURITIES, NAMELY, INCOME DEPOSITARY SECURITIES WHICH REPRESENT A COMBINATION OF DEBT AND EQUITY SECURITIES

newsletter featuring financial and investment advice

Financial planning and investment advisory services

Providing online, non-downloadable software for optimizing asset allocation for retirement income portfolios

A financial planning tool that balances low, medium and high risk assets, primarily for retirement income, marketed through professional investment advisers

investment management services in the field of income and alternatives investments

Investment management services in the field of income and alternatives investments

Advice relating to investments in real estate, real estate related assets, and securities backed by real estate or real estate related assets; investment management relating to investments in real estate, real estate related assets, and securities backed by real estate, interests in real estate, or real estate related assets; managing mutual funds, real estate investment trusts, and other funds comprised of real estate, real estate related assets, or securities backed by or real estate, inter...

Underwriting, issuance and administration of annuities

Financial portfolio analysis services; Financial portfolio management

providing personal financial advice to individuals

providing personal financial advice to individuals

[ Underwriting, issuance and ] administration of annuities

Financial services, namely, annuity underwriting services

FEATURE OF COMPUTER SOFTWARE FOR USE IN PREPARING AND FILING TAX RETURNS, NAMELY, FOR SUMMARIZING AND REVIEWING WAGE, INTEREST, DIVIDEND, AND OTHER INCOME INFORMATION NECESSARY FOR PREPARING AND FILING TAX RETURNS

INCOME TAX PREPARATION AND CONSULTATION SERVICES

Investment advice; Advice relating to investments; Financial investment analysis and stock research

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; monitoring financial markets for investment purposes

Financial planning and investment advisory services; financial portfolio management

financial planning and investment advisory services

Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Advertising services, namely, promoting the brands, goods and services of others

Educational services, namely, providing seminars, seminar presentations, classes and workshops in the fields of wealth accumulation, personal development, investing and personal finance

Conducting employee incentive award programs to promote recruitment of new real estate agents

Conducting employee incentive award programs to promote recruitment of new real estate agents

Promotion of financial and insurance services, on behalf of third parties

Electronic mail services on global computer networks

Recruiting program for real estate agents

Business Education Products including, but not limited to books, tapes, audio CDs, video DVDs, and computer software related to business education

Cash flow services, namely, providing cash to mortgage holders or other notes at a discounted rate in return for ownership of the mortgage or note; Financial services, namely, mortgage planning; Financial services, namely, the purchase of residential mortgages on behalf of others and the issuance of mortgage-backed securities; Maintaining mortgage escrow accounts; Mortgage banking; Mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage...

Underwriting of life, variable life, disability, and long term-care insurance; mutual fund investment and brokerage; investment advising; annuity underwriting; estate and fiduciary trust management, estate planning, financial planning, estate and trust distribution planning, mutual fund administration and distribution

Insurance and financial information and consultancy services

Advertising and marketing

Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial planning for retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirem...

Financial planning; Financial planning for retirement; Issuance and administration of annuities; Issuance of life insurance

Insurance services, namely, insurance underwriting, issuing, administration, agency and brokerage services in the field of individual life insurance

Financial consulting services in the field of planned giving for non-profit and charitable organizations; Fundraising services, namely, organizing, arranging and conducting fundraising programs for the benefit of schools and non-profit organizations

Real estate investment trusts

Investment services in the nature of a real estate investment trust

underwriting and administering retirement and employee benefit plans and annuities

Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Funds investment; Investm...

underwriting and administering retirement and employee benefit plans and annuities