Education services, namely, conducting webinars and trainings in the field of human resources, retirement planning and wealth building, employee benefits, employee health and wellbeing, and insurance, and the distribution of training materials in connection therewith; providing online newsletters in the field of human resources and employee health and wellbeing; all of the foregoing services not in connection with financial technology software, financial technology solutions, financial techno...

Education services, namely, conducting webinars and trainings in the field of human resources, retirement planning and wealth building, employee benefits, employee health and wellbeing, and insurance, and the distribution of training materials in connection therewith; providing online newsletters in the field of human resources and employee health and wellbeing; all of the foregoing services not in connection with financial technology software, financial technology solutions, financial techno...

Insurance consultation; insurance brokerage; insurance brokerage in the fields of group and individual medical, dental, life, disability, long-term care, accidental death, and whole/term life insurance; providing information in the field of employee benefit plans; advisory services in the field of employee benefits for group healthcare insurance offered to employees in addition to voluntary benefits packages and standard benefits including medical, dental, life, disability, long-term care, ac...

Providing counseling and consulting in the fields of Medicare, supplemental healthcare coverage, and prescription drug coverage; Medicare claims administration services rendered to individuals; insurance services, namely, providing information to individuals relating to Medicare eligibility status and reviewing and verifying Medicare eligibility status

Software as a Service (SAAS) services featuring software for tracking an employer's spending across healthcare and benefits, retirement, wages, and salaries; Software as a Service (SAAS) services featuring software for maximizing employer spending by aligning investments to employee values; Software as a Service (SAAS) services featuring customizable software for managing and evaluating employee costs; Software as a Service (SAAS) services featuring software for managing and analyzing data co...

Estate planning; Providing information in the field of estate planning; Providing information in the field of estate planning for credit union and bank members