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 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

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

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

Financial planning information services; Financial planning and investment advisory services; Services to evaluate financial preparation for retirement; Providing financial and financial planning information; Providing a website featuring online tests in the nature of financial assessments related to estimating appropriate retirement savings needs

Financial planning services

Educational services, namely, providing a web site featuring online non-downloadable videos, online educational instruction and training in the nature of presentations featuring interactive exercises, and digital tools in the nature of non-downloadable instructional materials, all in the fields of annuities, investing, retirement, investing of funds, finance, saving, financial investments, financial planning, financial retirement planning, financial portfolio management, financial decision ma...

Providing Long-Term Custodial Retirement Housing Services-Namely, Food, Housekeeping, and Maid Services, and Organized Social Events

Providing Long-Term Custodial Retirement Housing Services-Namely, Food, Housekeeping, and Maid Services, and Organized Social Events

Computer services, namely, providing search engines for obtaining data on a global computer network

Computer software for use in calculating and estimating benefits for purposes of retirement planning

Financial planning

annuity insurance underwriting services

Educational services, namely, conducting programs in the field of retirement plans; educational services in the nature of informational classes in the field of investment options and retirement planning; educational services, namely, conducting online and in-person seminars, classes, and workshops in the field of retirement planning, estate planning, endowments, and foundations; financial education services, namely, conducting programs in the field of retirement plans; financial education ser...

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