Education services, namely, providing seminars for Wealth Factory members in the field of wealth development and distribution of training materials in connection therewith through a multi-media educational resource

Downloadable mobile applications in the field of insurance, financial affairs, monetary affairs, namely, an application for the analysis and management of variable annuity products

Providing an online non-downloadable Internet-based system application featuring technology enabling users to manage estate and financial planning activities among professional advisors and their clients