Business research and data analysis services in the field of retirement planning | Financial and retirement planning services, namely, financial administration of retirement plans, and annuity plans and programs; retirement funds investment services; providing financial information in the field of retirement planning; financial planning for retirement; estate trust services; estate trust management services; estate planning services; retirement investment management services; providing retirement annuities and related investment management services for receiving and investing retirement savings and distributing the proceeds; providing financial investment advisory services for others to generate retirement income; individual retirement account services; investment management in the field of retirement; pooled investment fund management | Providing educational presentations to individuals relating to retirement financial planning and estate planning services and printable materials distributed therewith; online electronic newsletters in the fields of financial retirement planning and estate planning
Business research and data analysis services in the fields of employee benefit plans, life insurance benefits, healthcare benefits; Business risk assessment services, namely, determining future insurance and employee benefit costs for businesses; Business risk management consultation, namely, consultation in the field of business insurance liabilities; Tracking and monitoring insurance compliance for business purposes | Financial and insurance services, namely, administering, managing, underwriting, consulting, advising, and providing information in the fields of employee financial benefit plans, employee pension plans, group life and group disability income plans, life insurance, and disability income insurance; Providing information to benefits professionals and employers in the fields of workplace benefit planning in the nature of financial retirement plans, life insurance, disability income, critical illness insurance, and accident insurance | Educational services, namely, providing web-based workshops and training, and educational video presentations to benefits professionals and employers in the field of workplace benefit planning in the nature of retirement plans, life insurance, disability income, critical illness insurance, and accident insurance
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