Computer software for use as a spreadsheet in the field of charitable fundraising and long-term financial and estate planning for individuals and families

Financial analysis and consultation services; financial planning; financial portfolio analysis and management; financial retirement plan consulting services; financial risk management consulting; structuring, implementing, and servicing employer sponsored retirement plans; investment consultation; investment management of and distribution of variable annuities

Providing information, consulting, and education services for others in the field of financial planning and healthcare financing

printed materials, namely, brochures, booklets, and reports in the field of financial services, insurance services and healthcare

FINANCIAL PLANNING INFORMATION SERVICES, NAMELY, PROVIDING TAILORED REPORTS AND ANALYSIS TO POLICY MAKERS AND DECISION MAKERS CONCERNING RETIREMENT PLANNING WITH REGARD TO GROUPS OR CERTAIN GEOGRAPHICAL AREAS

FINANCIAL ANALYSIS CONSULTING SERVICES AND FINANCIAL INVESTMENT SERVICES

financial services, in the nature of financial planning services

financial planning services

FINANCIAL PLANNING SERVICES

Investment advisory services

Financial services, namely, financial administration of employer retirement plans

Providing research services and information for others, delivered via a global computer network, concerning financial planning retirement issues

Publications in the form of books, reports, handbooks and pamphlets concerning retirement issues

Insurance agencies; Insurance consultation; Insurance consulting in the field of life insurance; Insurance information

RETIREMENT ANNUITY SERVICES, NAMELY, ANNUITY UNDERWRITING, AND INVESTMENT MANAGEMENT OF AND DISTRIBUTION OF FIXED ANNUITIES

group annuity services for retirees

[ Education Services, namely, providing seminars in the field of financial management ]

Financial advice and consultancy services; Financial analysis and research services; Financial information and advisory services; Insurance and financial information and consultancy services; Strategic financial advisory services

Consulting services in the field of retirement plan administration and fiduciary compliance; Financial planning for retirement; Investment consultation

Financial planning and investment advisory services; banking and related financial services; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment

Financial planning and financial risk management analysis to create a personalized retirement income plan to achieve financial independence

Providing customized legal information, counseling, and advice, and litigation services in the field of real estate law

Providing customized legal information, counseling, and advice, and litigation services in the field of real estate law and estate planning

Financial planning

Providing customized legal information, counseling, and advice, and litigation services in the field of real estate law and estate planning

Providing temporary use of online non-downloadable software for use in financial services related to planning for retirement

Asset allocator tool used to assist people with diversifying their retirement assets

financial education services, namely a personalized company savings plan report designed to help employees get the most from their company savings plan

SOFTWARE DEVELOPED FOR THE OPERATION OF RETIREMENT AND ASSISTED LIVING COMMUNITIES

Financial services in the nature of providing an investment option available for life insurance products; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity...

Providing financial information in the field of retirement planning

Entertainment and educational services, namely, the presentation of seminars, workshops and ongoing television and radio shows all in the field of short-range financial planning and retirement planning

FINANCIAL AND INVESTMENT INFORMATION SERVICES, NAMELY, IDENTIFICATION OF SUITABLE MUTUAL FUNDS FOR INVESTMENTS-- FINANCIAL CONSULTATION, NAMELY, ASSET ALLOCATION STRATEGY CONSULTATION; PROVIDING CONSOLIDATED STATEMENTS FOR TRACKING INVESTMENT PERFORMANCE AND FOR FACILITATING DISTRIBUTION OF RETIREMENT ASSETS

Providing financial pre and post retirement consulting for individuals, couples and companies that sponsor employee retirement plans

Investment advisory services

administration and design of group annuity products for employee benefit plans intended particularly for small businesses

Financial planning for retirement

Education and entertainment services, namely, ongoing television programs in the fields of financial planning and retirement planning

Providing financial planning services in the fields of retirement planning; providing information and advice via a website in the fields of financial retirement planning

annuity and life insurance underwriting; investment consultation and management; security brokerage; mutual fund brokerage, distribution and investment; trusteeship representative

Underwriting, issuance and administration of annuities

Underwriting, issuance and administration of annuities; Administration of annuities, namely, account and investment administration and the investment and distribution of annuity funds

Financial planning consultancy services

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services in the nature of providing an investment option available for fixed annuities and fixed-indexed annuity life insurance products; Financial wealth management services; Providing financial advisory services; Financial retirement plan consulting services

Providing a website featuring blogs and articles in the fields of financial and retirement planning; educational and entertainment services, namely, providing podcasts in the fields of financial and retirement planning

COMPUTER PROGRAMS AND INSTRUCTIONAL MANUALS SOLD AS A UNIT

COMPUTER PROGRAMS AND INSTRUCTIONAL MANUALS SOLD AS A UNIT

FINANCIAL SERVICES, NAMELY, RETIREMENT ADVISORY SERVICES

FINANCIAL SERVICES NAMELY RETIREMENT ADVISORY SERVICES

Information, advisory, consultancy and financial research services relating to finance and investments