Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services

Computer software for assisting consumers by recommending, presenting, and/or selecting health, dental, life, or vision insurance plans for individuals, families, and/or seniors from private insurance companies or Medicare, Medicare or other government health insurance programs based on individual preferences or demographic information

computer software for use in designing financial retirement plans