Financial planning and investment advisory services for retirees and people approaching retirement

Providing financial indices based on selected groups of securities

Educational services, namely, conducting online and live classes, seminars, and conferences for professionals in the field of financial planning for retirement; educational testing services, namely, offering and administering examinations on computer terminals or by other means for professionals in the field of financial planning for retirement; awarding of academic certificates in the area of retirement income planning and distribution

Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and ot...

Investment management of and distribution of annuities; Underwriting, issuance and administration of annuities

Overseeing a program of retirement income management assistance to members of an educational association

Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; F...

Behaving as a fiduciary in the retirement income advice domain

Investment advisory services; investment advisory services related to the efficient withdrawal of assets during retirement; investment consultation; investment management

investing the funds of others; investment advisory services

Financial advisory for cash flow planning

Financial planning for retirement

Financial planning for retirement

Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and in...

Financial planning services

Financial planning for retirement

Financial services, namely providing retirement planning information to employers and employees; providing financial calculations to assist in retirement planning; providing financial information relating to retirement

Financial services, namely providing retirement planning information to employers and employees; providing financial calculations to assist in retirement planning; providing financial information relating to retirement

Education services, namely, providing seminars, non-downloadable webinars, conferences and classes in the field of retirement income planning management to financial professionals and providing an in-person educational forum for financial professionals of diverse disciplines across the financial industry to collaborate about retirement income and policy issues

Financial advisory and consultancy services, namely, providing customized strategies to achieve financial independence for seniors, spouses, partners, families, and individuals, in the field of annuities

Insurance claim administration and financial planning services

Providing online, non-downloadable publications in the nature of a general feature magazine in the field of retirement finance, including income products, planning services, and the manufacturers of income products, and the distributors or providers of income products, inside the U.S. and abroad

Providing an on-line searchable database to financial institutions featuring financial information in the field of financial products and services targeted for retirees

financial analysis and consultation

Financial services, namely, insurance underwriting in the field of annuities and riders therefor, issuance and administration of annuities, insurance claims adjustment, investment management, insurance claims processing and brokerage in the field of annuities and riders therefor

Financial planning; financial planning, namely, retirement income planning; funds investment services; financial wealth management services; insurance agencies; investment advisory services; and financial consultation regarding registered securities

Financial consultancy and insurance consultancy

Insurance and financial services, namely the underwriting, brokerage, management and administration of pension, retirement, and annuity plans; asset management, namely cash management, financial management, and financial portfolio management; and administering, operating and communicating pension plan matters on an online computer network

Financial consultancy and insurance consultancy

Financial services, namely, insurance underwriting in the field of annuities and riders therefor, issuance and administration of annuities, insurance claims adjustment, investment management, insurance claims processing and brokerage in the field of annuities and riders therefor

Financial services

Interactive investment advisory process and financial product information service for financial institutions, financial advisors, stockbrokers, agents, broker/dealers and consumers rendered by computer by means of computer networks and telephone systems that help to determine individual client product needs by comparing and evaluating post retirement income options and scenarios available to the client from various financial institutions

Entertainment and educational services, namely, radio talk shows in the field of financial planning for retirement

Financial planning for retirement; Financial retirement plan consulting services

Investment management; Financial planning for retirement

Financial services, namely, financial planning and investment advisory services; wealth management services, investment management and private equity consultant services

PROVIDING FINANCIAL INFORMATION ABOUT FINANCIAL PRODUCTS TO WHICH RETIREMENT FUNDS CAN BE ALLOCATED NAMELY, STOCKS, BONDS, MUTUAL FUNDS, ANNUITIES, CERTIFICATES OF DEPOSIT AND MONEY MARKET ACCOUNTS

Financial planning

Entertainment services, namely, providing podcasts in the field of financial planning; Workshops and seminars in the field of financial planning; Education services, namely, providing online video-based educational program in the fields of financial planning

insurance services, comprising brokerage and consultancy, directed to plans for protecting retirement income and retirement assets

Financial services, namely, financial research in the field of annuities, life and health insurance, mutual funds, investment analysis, and retirement planning

Financial services, namely, retirement and financial planning

Entertainment services, namely, providing a radio program in the field of finance and retirement

Financial advisory and consultancy services; Financial planning consultation; Financial retirement plan consulting services

Financial planning for retirement

Financial asset management; investment services; annuity services; reverse mortgage lending and brokering services

Software as a service (SAAS) services featuring software for retirement income modeling and financial planning

Psychological assessment services

Financial planning services

Providing temporary use of online non-downloadable software used to facilitate digital communication, organization and analyzing data in the fields of annuities, investing, retirement, investing of funds, finance, saving, financial investments, financial planning, financial retirement planning, financial portfolio management, financial decision making, and financial risk management, that can be integrated into existing online websites, mobile phone applications, and provides various digital t...