Educational services, namely, providing web-based workshops and training, and educational video presentations to benefits professionals and employers in the field of workplace benefit planning in the nature of retirement plans, life insurance, disability income, critical illness insurance, and accident insurance

Providing educational presentations to individuals relating to retirement financial planning and estate planning services and printable materials distributed therewith; online electronic newsletters in the fields of financial retirement planning and estate planning

Newsletters on the subject of insurance and financial matters

Newsletters on the subject of insurance and financial matters

Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, asset management services, annuity underwriting, insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, administration of employee benefit plans, fiduciary representatives services, financial analysis and consultation, life insuran...

Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, asset management services, annuity underwriting, insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, administration of employee benefit plans, fiduciary representatives services, financial analysis and consultation, life insuran...

Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, asset management services, annuity underwriting, insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, administration of employee benefit plans, fiduciary representatives services, financial analysis and consultation, life insuran...

Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, asset management services, annuity underwriting, insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, administration of employee benefit plans, fiduciary representatives services, financial analysis and consultation, life insuran...

Insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation; underwriting, issuing and administration of life insurance; asset management; annuity underwriting; financial administration of retirement plans; financial management services, namely, income management; financial planning for retirement; retirement plan administration services; disability insurance services; long term care insurance services; financial information prov...

Insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation; underwriting, issuing and administration of life insurance; asset management; annuity underwriting; financial administration of retirement plans; financial management services, namely, income management; financial planning for retirement; retirement plan administration services; disability insurance services; long term care insurance services; financial information prov...

Insurance and financial services, namely, actuarial services, administrative services in the field of insurance, asset management services, [ annuity underwriting, ] insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trust, mutual fund distribution services, [ administration of employee benefit plans, ] fiduciary representatives services, financial analysis and consultation, life...

insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation, asset management, annuity underwriting, [ banking, commercial lending, namely, commercial mortgages, privately placed debt securities and bank loans, ] insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trusts, [ credit card services, ] mutual fund distribu...

UNDERWRITING INDIVIDUAL LIFE INSURANCE, DISABILITY INCOME INSURANCE, AND FIXED AND VARIABLE ANNUITIES; FOR UNDERWRITING AND RELATED ADMINISTRATIVE SERVICES OF GROUP LIFE, ACCIDENT, AND HEALTH INSURANCE; FOR INVESTMENT, MANAGEMENT AND ADMINISTRATION OF FUNDS, TRUSTS, AND GROUP PENSION PLANS; INVESTING THE FUNDS OF OTHERS IN SECURITIES AND REAL ESTATE; AND FOR BROKER-DEALER SERVICES WITH RESPECT TO UNIT INVESTMENT TRUSTS, MUTUAL FUNDS, VARIABLE INSURANCE AND ANNUITY CONTRACTS, LIMITED PARTNERSH...

Financial services, namely, investment management for corporate retirement plans

Issuance and administration of annuity products; investment management of and distribution of annuities

Issuance and administration of annuities

Issuance and administration of annuities

Issuance and administration of annuities

Financial services, namely, investment management for corporate retirement plans

Insurance and financial services, namely, underwriting and administration of variable annuities; annuity underwriting; financial services in the nature of an investment security; insurance administration in the field of variable annuities; insurance services, namely, underwriting extended warranty contracts in the field of variable annuities, insurance underwriting in the field of variable annuities; investment management of and distribution of variable annuities

Insurance and financial products and services, namely, a combination product of life and long term care insurance and related services, namely, life and long term care actuarial and underwriting services, life and long term care claim and policy administration and life and long term care financial planning and consulting services

Insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation, asset management, annuity underwriting, [banking,]commercial lending, namely, commercial mortgages, privately placed debt securities [and bank loans,] insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trusts, credit card services, administration of employe...

insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation, asset management, annuity underwriting, [banking, commercial lending, namely, commercial mortgages, privately placed debt securities and bank loans,] insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trusts, [credit card services,] mutual fund distribution...

INSURANCE AND FINANCIAL SERVICES, NAMELY, ACTUARIAL SERVICES, INSURANCE ADMINISTRATION, FINANCIAL ANALYSIS AND CONSULTATION, ASSET MANAGEMENT, ANNUITY UNDERWRITING, [ BANKING, COMMERCIAL LENDING, NAMELY, COMMERCIAL MORTGAGES, PRIVATELY PLACED DEBT SECURITIES AND BANK LOANS, ] INSURANCE AND SECURITIES BROKERAGE, BROKER-DEALER SERVICES, NAMELY, PURCHASE AND SALE OF SECURITIES PRODUCTS, NAMELY, STOCKS, BONDS, MUTUAL FUNDS AND UNIT INVESTMENT TRUSTS, [ CREDIT CARD SERVICES, ] MUTUAL FUND DISTRIBU...

INSURANCE AND FINANCIAL SERVICES, NAMELY, ACTUARIAL SERVICES, INSURANCE ADMINISTRATION, FINANCIAL ANALYSIS AND CONSULTATION, ASSET MANAGEMENT, ANNUITY UNDERWRITING, BANKING, COMMERCIAL LENDING, NAMELY, COMMERCIAL MORTGAGES, PRIVATELY PLACED DEBT SECURITIES AND BANK LOANS, INSURANCE AND SECURITIES BROKERAGE, BROKER-DEALER SERVICES, NAMELY, PURCHASE AND SALE OF SECURITIES PRODUCTS, NAMELY, STOCKS, BONDS, MUTUAL FUNDS AND UNIT INVESTMENT TRUSTS, CREDIT CARD SERVICES, MUTUAL FUND DISTRIBUTION SER...

insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation, asset management, annuity underwriting, banking, commercial lending, namely, commercial mortgages, privately placed debt securities and bank loans, insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trusts, credit card services, mutual fund distribution ser...

INSURANCE AND FINANCIAL SERVICES, NAMELY, ACTUARIAL SERVICES, INSURANCE ADMINISTRATION, FINANCIAL ANALYSIS AND CONSULTATION, ASSET MANAGEMENT, ANNUITY UNDERWRITING, BANKING, COMMERCIAL LENDING, NAMELY, COMMERCIAL MORTGAGES, PRIVATELY PLACED DEBT SECURITIES AND BANK LOANS, INSURANCE AND SECURITIES BROKERAGE, BROKER-DEALER SERVICES, NAMELY, PURCHASE AND SALE OF SECURITIES PRODUCTS, NAMELY, STOCKS, BONDS, MUTUAL FUNDS AND UNIT INVESTMENT TRUSTS, CREDIT CARD SERVICES, MUTUAL FUND DISTRIBUTION SER...

insurance and financial services, namely, actuarial services, insurance administration, financial analysis and consultation, asset management, annuity underwriting, banking, commercial lending, namely, commercial mortgages, privately placed debt securities and bank loans, insurance and securities brokerage, broker-dealer services, namely, purchase and sale of securities products, namely, stocks, bonds, mutual funds and unit investment trusts, credit card services, mutual fund distribution ser...

INSURANCE AND FINANCIAL SERVICES, NAMELY, ACTUARIAL SERVICES, INSURANCE ADMINISTRATION, FINANCIAL ANALYSIS AND CONSULTATION, ASSET MANAGEMENT, ANNUITY UNDERWRITING, BANKING, COMMERCIAL LENDING, NAMELY, COMMERCIAL MORTGAGES, PRIVATELY PLACED DEBT SECURITIES AND BANK LOANS, INSURANCE AND SECURITIES BROKERAGE, BROKER-DEALER SERVICES, NAMELY, PURCHASE AND SALE OF SECURITIES PRODUCTS, NAMELY, STOCKS, BONDS, MUTUAL FUNDS AND UNIT INVESTMENT TRUSTS, CREDIT CARD SERVICES, MUTUAL FUND DISTRIBUTION SER...

insurance and financial services, namely, accident insurance underwriting, insurance actuarial services, insurance administration, administration of employee benefit plans, claims adjustment in the filed of insurance, financial analysis and consultation, financial information provided by electronic means, financial planning, insurance claims administration, electronic processing of insurance claims and payment data, insurance consultation, accident insurance underwriting, financial management...

MUTUAL FUNDS INVESTMENT MANAGEMENT SERVICES

MUTUAL FUNDS INVESTMENT MANAGEMENT SERVICES

Providing retirement annuities and related investment management services for receiving and investing retirement savings and distributing the proceeds; underwriting and administration of employer sponsored group annuity contracts; and providing financial investment services for others to generate retirement income

insurance and financial services, namely, accident insurance underwriting, insurance actuarial services, insurance administration, administration of employee benefit plans, claims adjustment in the filed of insurance, financial analysis and consultation, financial information provided by electronic means, financial planning, insurance claims administration, electronic processing of insurance claims and payment data, insurance consultation, accident insurance underwriting, financial management...

Insurance and financial services, namely; underwriting and administration of fixed annuities

underwriting of individual life insurance, disability income insurance, and fixed and variable annuities; for underwriting and related administrative services for group life; for investment, management and administration of funds, trusts, and group pension plans

underwriting of individual life insurance, disability income insurance, and fixed and variable annuities; for underwriting and related administrative services for group life, for investment, management and administration of funds, trusts, and group pension plans

underwriting of individual life insurance, disability income insurance, and fixed and variable annuities; for underwriting and related administrative services for group life, accident and health insurance and for preferred provider organizations and health maintenance organizations; for investment, management and administration of funds, trusts, and group pension plans

investing the funds of others in securities and real estate; and for broker-dealer services with respect to unit investment trusts, mutual funds, variable insurance and annuity contracts, limited partnership, precious metal certificates, and stocks and bonds

investing the funds of others in securities and real estate; and for broker-dealer services with respect to unit investment trusts, mutual funds, variable insurance and annuity contracts, limited partnerships, precious metal certificates, and stocks and bonds

investing the funds of others in securities and real estate; and for broker-dealer services with respect to unit investment trusts, mutual funds, variable insurance and annuity contracts, limited partnerships, precious metal certificates, and stocks and bonds

annuity underwriting; financial planning; financial services in the nature of an investment security; insurance administration in the field of variable annuities; insurance services, namely, underwriting extended warranty contracts in the field of variable annuities, insurance underwriting in the field of variable annuities; investment management of and distribution of variable annuities; and life insurance underwriting

insurance and financial services, namely, accident insurance underwriting, insurance actuarial services, insurance administration, administration of employee benefit plans, claims adjustment in the filed of insurance, financial analysis and consultation, financial information provided by electronic means, financial planning, insurance claims administration, electronic processing of insurance claims and payment data, insurance consultation, accident insurance underwriting, financial management...

Insurance and financial services, namely, accident insurance underwriting, insurance actuarial services, insurance administration, administration of employee benefit plans, claims adjustment in the field of insurance, financial analysis and consultation, financial information provided by electronic means, financial planning, insurance claims administration, electronic processing of insurance claims and payment data, insurance consultation, accident insurance underwriting, financial management...

insurance services, namely, underwriting group health and dental insurance and administration of managed health care plans and networks, including HMO's, preferred-provider organizations and exclusive provider organizations