Financial consultation and brokerage; life insurance brokerage; brokerage of illiquid assets that do not have an immediate cash value, namely, annuities, lottery pay-outs, in-force life insurance policies and lawsuit payments over time, that are owned by individuals or by companies insuring the elderly or terminally, chronically or seriously ill, to viatical and life settlement companies, investment groups, individuals and other providers of viatical and life settlements and financial service...

Financial consulting and brokering services, namely, brokering life insurance policies and other illiquid assets in the nature of assets that do not have an immediate cash value, namely, annuities, lottery pay-outs and lawsuit payments over time that are owned by individuals or by companies insuring the elderly or terminally, chronically or seriously ill, to viatical and life settlement companies, investment groups, individuals and other providers of viatical and life settlements and money le...

Computer software for use in financial trading, financial analysis, financial risk management and financial transactions that provides an interactive control environment that tracks payment execution statuses and exceptions

Educational services, namely, providing online instruction in the field of structured settlements, finance, and human resources

Financial advice and consultancy services; Financial advisory and consultancy services, namely, assisting businesses and individuals in creating arrangements for lump sum financial payments to be made in accordance with a periodic payment schedule; Financial advisory and consultancy services, namely, assisting insurers, financial services providers, and legal services providers in creating arrangements for lump sum financial payments to be made in accordance with a periodic payment schedule; ...

Providing investment advice and financial planning [ and providing advice on cost-effective options for viatical settlements ]