Annuity underwriting; Issuance and administration of annuities

Annuity underwriting; Issuance and administration of annuities

computer consultation and design for others, in the nature of development of interactive computer software for tax, employee benefits and financial planning

Financial calculation services for others, namely, allocating investment portfolios in preparation for retirement

Financial retirement plan consulting services

On-line electronic newsletters delivered by e-mail in the field of stock market investing; Providing a website featuring entertainment information; Providing on-line newsletters in the field of stock options

Estate planning; Financial planning for retirement

Financial planning for retirement; insurance consultation, brokerage and agency services; investment consultation and brokerage services

Life insurance brokerage

Estate planning; Estate trust planning; Financial administration of a scholarship program that promotes education through the granting of scholarships, the recipients being selected in local, state and national contests based on such facts as scholastics, talent, poise and fitness; Financial administration of retirement plans; Financial administration of scholarship programs; Financial administration of stock exchange trading of shares and other financial securities in financial markets; Fina...

Radio and television broadcasting services; Radio and television programme broadcasting; Radio broadcasting; Radio broadcasting consultation; Radio broadcasting information; Radio broadcasting of information and other programs; Radio communication; Radio program broadcasting

Financial planning services, namely, providing information and advice in the field of financial planning for retirement

Education services, namely, providing on-line classes in the field of financial planning and investing

Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and investment advisory services; Financial trust planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial assistance for healthcare planning

Financial services, retirement planning, insurance

Financial planning; Financial planning for retirement; Insurance brokerage; Insurance consultation; Investment advice

Financial advice and consultancy services

Estate trust planning; Financial advice; Financial advice and consultancy services; Financial analyses; Financial analysis and consultation; Financial asset management

newsletter published quarterly or at other intervals on the subject of savings plans for people over fifty

computer software for use in retirement planning

Business marketing services, and organizing meetings, namely, business meeting planning for others

Financial analyst and consultation; Financial management services

Providing on-line non-downloadable software for data analysis, reporting, and identification of marketing opportunities based on information regarding initiators of mutual fund transactions

Financial services, namely, investment advisory and investment management services; mutual fund investment services

Financial services, namely investment advisory and investment management services; mutual fund investment services

G and S-- Financial planning services primarily in the implementation of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, income planning and comprehensive financial planning, and communicating such strategies and techniques to clients; and providing counseling and guidance to owners of pension plan assets, 401(k) assets, 403(b) assets, 457 plan assets and Individual Retirement Accounts in respect of strategies and techniques for income and...

Conducting training programs for financial professionals, primarily in the implementation of strategies and techniques for income and estate tax efficient distribution of retirement plan assets, income planning and comprehensive financial planning, and communicating such strategies and techniques to clients; and providing counseling and guidance to owners of pension plan assets and Individual Retirement Accounts in respect of strategies and techniques for income and estate tax efficient distr...

Providing a website featuring non-downloadable articles in the field of personal empowerment and retirement planning; Providing a website featuring blogs and non-downloadable publications in the nature of articles, reports, presentations, and online training materials in the field(s) of personal empowerment and retirement planning

Financial consulting; Financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

CONSULTING SERVICES, NAMELY, FINANCIAL PLANNING AND INVESTMENT ADVISING FOR AT OR NEAR RETIREMENT CONSUMERS OF ALL AGES

Financial planning for retirement

advisory and consulting services in the field of insurance and retirement planning

Providing business management consulting services to senior living communities and organizations

investment advisory and management services; investment services, namely, asset management services; investment consulting services for others; mutual funds investment; mutual fund management; provision of investment analysis; investment brokerage services; securities brokerage services; commodities brokerage services; provision of financial research in the area of wealth management; wealth and investment management services, namely, financial planning; issuance and administration of annuitie...

FINANCIAL PLANNING SERVICES

Underwriting of annuities

financial and investment services, namely, administering employee retirement plans for others

Real Estate Agency

Marketing of defined contribution plans, namely, conducting marketing studies for others about defined contribution plans

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management

Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence for retirement

Insurance brokerage

Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial customs brokerage services; Financial investment brokerage services; Financial retirement plan consulting services; Financial risk assessment services

Financial services, namely, investment advisory services, underwriting and investment management of annuities and defined contribution plans; investment management services; administration of employee retirement plans; retirement planning services; estate planning services; insurance underwriting, administration and agency services in the fields of life, long term care and disability insurance; providing financial information and research by means of a global computer network, personal digita...

Consulting services in the field of state and federal employee benefit plans concerning insurance and finance

entertainment services, namely providing a radio program in the field of retirement planning

Financial services, namely, investment advisory services, underwriting and investment management of annuities and defined contribution plans; investment management services; administration of employee retirement plans; retirement planning services; estate planning services; insurance underwriting, administration and agency services in the fields of life, long term care and disability insurance; providing financial information and research by means of a global computer network, personal digita...

PENSION BENEFIT PLAN CONSULTATION SERVICES

PENSION BENEFIT PLAN CONSULTATION SERVICES

BANKING SERVICES