Financial planning

Financial newsletters and retirement information via email communications produced by our own editor and chief

Advice relating to investments; Establishing mutual funds for others; Financial advisory and consultancy services; Financial analysis and consultation; Financial information and advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Funds investment; Investm...

Financial retirement plan consulting services

Investment advice; Investment advisory services; Investment management; Financial advisory and consultancy services; Financial retirement plan consulting services; Financial information and advisory services; Financial planning and investment advisory services; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private...

retirement plans for government employees

Educational and entertainment services, namely, the provision of continuing shows featuring commentary in the fields of finance, investment, money management, life insurance, annuities, and retirement planning delivered by radio, the Internet, video clips via the Internet, podcasts, and live appearances by a radio personality; entertainment and educational services, namely, the presentation of seminars, lectures, workshops and panel discussions, and ongoing television and radio talk shows all...

Financial retirement plan consulting services

Entertainment services, namely, podcasts in the field of finance, investment, retirement, tax, income streams, income planning, long-term care, insurance, required minimum distributions, and economy; Educational and entertainment services, namely, a continuing program about finance, investment, retirement, tax, income streams, income planning, long-term care, insurance, required minimum distributions, and economy, accessible by means of radio, satellite, audio, video, web-based applications, ...

Financial advisory and consultancy services; Financial planning for retirement; Investment advisory services; Investment advice in the fields of retirement

Investment advice services featuring financial planing, asset allocation, and investment asset management; insurance brokerage services featuring life, health, disability, and long term care insurance

Consulting and information concerning insurance; Financial evaluation for insurance purposes; Financial information and evaluations; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, wealth management services; Life insurance brokerage; Strategic...

Financial planning and investment advisory services

FINANCIAL SERVICES, NAMELY, INDIVIDUAL RETIREMENT PLANNING

Annuity underwriting services, namely, a variable annuity

Financial planning for retirement; Financial consultation; Financial information; Providing financial information

Financial advice; Financial advice and consultancy services; Financial consultancy services; Life insurance brokerage; Life insurance underwriting; Providing financial information; Providing financial information via a website; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Investment advice in the fields of life insurance and annuities;...

Financial advice; Financial advice and consultancy services; Financial consultancy services; Life insurance brokerage; Life insurance underwriting; Providing financial information; Providing financial information via a website; Advice on finance during retirement; Financial retirement plan consulting services; Financial administration of retirement plans; Financial planning for retirement; Individual retirement account services; Investment advice in the fields of life insurance and annuities;...

Financial services, namely, underwriting, issuance, and administration of fixed and fixed index annuities and life insurance brokerage products; Insurance agency services; Financial planning and strategy services, namely, providing information and advice in the fields of financial retirement strategy and planning products

Training services for businesses and individuals in the fields of retirement and health care

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance agencies; Insurance brokerage; Issuance and administration of annuities

Financial planning

Financial services, namely, assisting clients to use the best Equity indexed universal life insurance policy in the marketplace at any given time to help clients grow a tax-favorable retirement nest egg

MAGAZINES

Mortgage brokerage, mortgage lending, and real estate lending services

Educational services, namely, providing workshops, seminars, and courses in the fields of psychology of retirement; Professional coaching services in the field of psychology of retirement

Educational services, namely, providing classes, seminars, workshops in the fields of retirement life planning; Professional coaching services in the field of retirement life planning

Entertainment services, namely, providing on-going audio programs featuring talk, news, financial, business review and travel information via radio or internet

Financial administration of retirement plans; Financial planning for retirement; Financial retirement plan consulting services; Individual retirement account services

Relocation services for retired, elderly, and disabled individuals and consultation related thereto

Mutual fund investment, brokerage and distribution services; mutual fund administration services and investment advice and consultation services; financial services, namely, investment management, financial management, financial analysis, consultation, management and planning services; providing financial news and information, investment account information, research in the fields of investment and finance, and information about mutual fund performance

Financial planning for retirement

Financial services, namely, mortgage planning; financial services, namely, mortgage refinancing; mortgage brokerage; mortgage lending; financial planning for retirement; financial retirement plan consulting services

Administration, record keeping and compliance services for retirement plans

Administering for businesses their employee retirement plans which include electronic access by plan participants for directing their investments and obtaining information regarding their accounts in the plan

Record keeping services for retirement plans

Training services for businesses and individuals in the fields of retirement and health care

Questionnaires, texts, pamphlets and brochures on the subject of personal financial planning

Consulting services in the field of personal financial planning; conducting personal financial planning research and surveys

Television programming devoted to issues, news, and information of interest to seniors and the senior community

Printed material, namely, a series of workbooks, printed forms, stationery, printed instructional, educational, and teaching materials, all in the field of personal financial planning for individuals

PROVIDING ASSISTED LIVING HOUSING FACILITIES, LIFE CARE COMMUNITIES FACILITIES, SENIOR HOUSING FACILITIES, AND PROVIDING SUPPORT LIVING SERVICES, NAMELY, HOUSING SERVICES FOR INDIVIDUALS; AND, FOR PROVIDING DOMESTIC ASSISTANCE TO HANDICAPPED, DISABLED AND ELDERLY PEOPLE, NAMELY, COOKING AND PROVIDING MEALS

Marketing and Advertising services in the field of Retirement or Senior Living

insurance underwriting services; namely, underwriting a single premium life/annuity product

The logo is intended to identify the business which sells a book, seminars, and consulting services; The sales will be in person, by mail, or online; The informational seminars will be presented to groups; The consulting is performed on a one on one basis

Insurance and financial information and consultancy services; insurance brokerage; insurance underwriting in the field of loans; loan protection services, namely, providing credit insurance and debt cancellation services for protecting borrowers from loss resulting from unemployment related issues

Investment management of and distribution of annuities; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Hedge fund investment services; Mutual fund investment; Providing financia...

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial advisory and consultancy services; Financial investment brokerage services; Financial retirement plan consulting services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services

Banking services; savings, checking and certificate of deposit account services; check card services;debit card services; cash card services; deposit card services; online banking services; investment services, namely, investment advisor services; investment brokerage, investment consultation and management services; securities brokerage; financial planning services; providing investment and financial information, advice, consultation, management and brokerage services; financial portfolio ma...

automated teller machine services