Providing student and family focused educational information in the field of general financial literacy and financial planning; providing student loan information; providing information in the field of financial advice, namely, budget planning; providing information in the field of personal finance

Annuity services, namely, account and investment administration; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; investment management of and distribution of annuities; underwriting, issuance and administration of annuities

Financial management; financial asset management; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial portfolio management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; investment advisory services; investment advisory services for which clients pay an asset-based fee for investment selection, asset a...

Financial services, namely, trust company services and investment management services; professional fiduciary representative services

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; financial portfolio management; mutual funds investments; providing financial information in the field of mutual funds and investing

Mortgage lending; Mortgage banking; Financial services, namely, mortgage planning; Providing information in the fields of mortgage lending, mortgage banking, and mortgage planning; Providing advice in the fields of mortgage lending, mortgage banking, and mortgage planning

Providing on-line financial calculators; Providing information in the fields of mortgage lending, mortgage banking, and mortgage planning; Providing advice in the fields of mortgage lending, mortgage banking, and mortgage planning

Electronic publications, namely, magazine featuring baby boomers articles recorded on computer media