Class 036: Providing counseling and consulting in the field of healthcare insurance benefits; consulting healthcare providers, physician groups, hospitals and higher education insitutions with traditional and ancillary insurance benefits, financial plans, and products; adminstration and management of health insurance plans, health benefits plans and finance; consultation and administration of lower health plan costs, customized benefit designs, long term rate guarantees, and stability; group purchasing of health plans and welfare benefits plans.
insurance services, namely, underwriting, issuance, and administration of automobile and accident insurance to Spanish-speaking customers; insurance services, namely, underwriting, issuance, and administration of automobile and accident insurance to customers traveling to and from Mexico; promotion of insurance services to Spanish-speaking customers and customers traveling to and from Mexico on behalf of third parties
Insurance brokerage services, namely, insurance information and consultancy; providing information to businesses and associations regarding life insurance and life insurance products; insurance administration, namely, providing life insurance and life insurance products in the nature of employee life insurance policies, business buy-sell insurance agreements, key person life insurance; administration of employee benefit plans concerning insurance and employer paid life insurance program integrating individual life contracts with group term coverage on a single platform; administration of executive benefits packages concerning insurance and finance.
Insurance brokerage services, namely, insurance information and consultancy; providing information to businesses and associations regarding life insurance and life insurance products; insurance administration, namely, providing life insurance and life insurance products in the nature of employee life insurance policies, business buy-sell insurance agreements, key person life insurance; administration of employee benefit plans concerning insurance and employer paid life insurance program integrating individual life contracts with group term coverage on a single platform; administration of executive benefits packages concerning insurance and finance
specialty risk programs with a focus on providing comprehensive insurance solutions for the cannabis industry in particular for risk management and loss prevention resources by theft, fire, drought, and other natural disasters in the nature of insurance administration in the field of theft, fire, drought and natural disasters; general liability and product liability insurance tailored to respond to the needs of cannabis operations in the nature of providing a website featuring education information in the field of business insurance; property insurance coverage required or necessary for cannabis businesses, from cultivation through to retail sales in the nature of insurance services, namely, writing property and casualty insurance; truck, cargo, storage and handling coverage for loading, transit and delivery for cannabis businesses, in particular for cargo, equipment, cash and securities in the nature of insurance administration in the field of automobile insurance; automobile liability and automobile physical damage coverage for licensed cannabis businesses in the nature of insurance administration in the field of automobile insurance; comprehensive directors and officers liability insurance solutions for the cannabis industry in the nature of insurance administration in the field of director and officer insurance; New construction and renovation insurance to ensure your builders' risk needs are met in the nature of insurance administration in the field of construction insurance; Claim handling in the nature of insurance claims processing
specialty risk programs with a focus on providing comprehensive insurance solutions for the cannabis industry in particular for risk management and loss prevention resources by theft, fire, drought, and other natural disasters in the nature of insurance administration in the field of theft, fire, drought and natural disasters; general liability and product liability insurance tailored to respond to the needs of cannabis operations in the nature of providing a website featuring education information in the field of business insurance; property insurance coverage required or necessary for cannabis businesses, from cultivation through to retail sales in the nature of insurance services, namely, writing property and casualty insurance; truck, cargo, storage and handling coverage for loading, transit and delivery for cannabis businesses, in particular for cargo, equipment, cash and securities in the nature of insurance administration in the field of automobile insurance; automobile liability and automobile physical damage coverage for licensed cannabis businesses in the nature of insurance administration in the field of automobile insurance; comprehensive directors and officers liability insurance solutions for the cannabis industry in the nature of insurance administration in the field of director and officer insurance; New construction and renovation insurance to ensure your builders' risk needs are met in the nature of insurance administration in the field of construction insurance; Claim handling in the nature of insurance claims processing; "INSURANCE SERVICES"
specialty risk programs with a focus on providing comprehensive insurance solutions for the cannabis industry in particular for risk management and loss prevention resources by theft, fire, drought, and other natural disasters in the nature of insurance administration in the field of theft, fire, drought and natural disasters; general liability and product liability insurance tailored to respond to the needs of cannabis operations in the nature of providing a website featuring education information in the field of business insurance; property insurance coverage required or necessary for cannabis businesses, from cultivation through to retail sales in the nature of insurance services, namely, writing property and casualty insurance; truck, cargo, storage and handling coverage for loading, transit and delivery for cannabis businesses, in particular for cargo, equipment, cash and securities in the nature of insurance administration in the field of automobile insurance; automobile liability and automobile physical damage coverage for licensed cannabis businesses in the nature of insurance administration in the field of automobile insurance; comprehensive directors and officers liability insurance solutions for the cannabis industry in the nature of insurance administration in the field of director and officer insurance; New construction and renovation insurance to ensure your builders' risk needs are met in the nature of insurance administration in the field of construction insurance; Claim handling in the nature of insurance claims processing; "SPECIALITY"
insurance consulting services concerning insurance, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, namely, employee enrollment, eligibility management, early buy-out severance plans, and delivery flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage; all of the foregoing excluding consulting services in the field of human resources; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; acquisition and merger consultation, namely, pre-merger and acquisition analysis, merger and acquisition analysis, carve out, due diligence, add on, and divesture concerning business transactions in the fields of manufacturing, automotive healthcare, hospitality, transportation, consumer products, retail, media, telecom, chemicals, manufacturing; all of the foregoing excluding consulting services in the field of human resources; "CONSULTING"
insurance consulting services concerning insurance, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, namely, employee enrollment, eligibility management, early buy-out severance plans, and delivery flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage; all of the foregoing excluding consulting services in the field of human resources; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; acquisition and merger consultation, namely, pre-merger and acquisition analysis, merger and acquisition analysis, carve out, due diligence, add on, and divesture concerning business transactions in the fields of manufacturing, automotive healthcare, hospitality, transportation, consumer products, retail, media, telecom, chemicals, manufacturing; all of the foregoing excluding consulting services in the field of human resources; "GROUP"
Financial services, namely, investment advice, investment management, financial and investment consultation, and investment of assets and funds for others, including individuals and entities; excluding assessment and management of real estate; financial investment in the field of real estate; financing of real estate development projects; real estate brokerage; real estate funds investment services; real estate investment services; real estate investment trust management services; real estate management; real estate management services.; PARTNERS
insurance consulting services concerning insurance, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, namely, employee enrollment, eligibility management, early buy-out severance plans, and delivery flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage; all of the foregoing excluding consulting services in the field of human resources.; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; acquisition and merger consultation, namely, pre-merger and acquisition analysis, merger and acquisition analysis, carve out, due diligence, add on, and divesture concerning business transactions in the fields of manufacturing, automotive healthcare, hospitality, transportation, consumer products, retail, media, telecom, chemicals, manufacturing; all of the foregoing excluding consulting services in the field of human resources.
Insurance brokerage services; insurance information and consultancy; providing information to businesses and associations regarding property and casualty insurance, benefits and other related insurance products and services; insurance carrier services, namely, underwriting and managing general agency services providing insurance products to third-party agents; Providing an interactive website platform for users, featuring insurance information, to run analytics relating to insurance services, insurance information, businesses, agencies and associations regarding property and casualty insurance and other insurance products
Insurance brokerage services; insurance information and consultancy; providing information to businesses and associations regarding property and casualty insurance, benefits and other related insurance products and services; insurance carrier services, namely, underwriting and managing general agency services providing insurance products to third-party agents; Providing an interactive website platform for users, featuring insurance information, to run analytics relating to insurance services, insurance information, businesses, agencies and associations regarding property and casualty insurance and other insurance products; "PROGRAM ADMINISTRATORS"
Insurance brokerage services; insurance information and consultancy; providing information to businesses and associations regarding property and casualty insurance, benefits and other related insurance products and services; insurance carrier services, namely, underwriting and managing general agency services providing insurance products to third-party agents; Providing an interactive website platform for users, featuring insurance information, to run analytics relating to insurance services, insurance information, businesses, agencies and associations regarding property and casualty insurance and other insurance products; "UNDERWRITERS"
Insurance brokerage services; providing insurance information in the nature of presentation of costs and services of various insurance carriers, hospitals, and network providers; insurance information and consultancy; providing insurance information to businesses and associations; insurance brokerage services, namely, providing core insurance brokerage activities specific to data management and presentation of costs and services of various insurance carrier and network providers regarding property and casualty insurance and related insurance products; insurance carrier services, namely, providing property and casualty insurance and property and casualty insurance products; providing business data analytics, namely, analyzing costs and services of various insurance carriers, hospitals, and network providers
Insurance brokerage services; insurance information and consultancy; providing insurance information to businesses and associations; insurance brokerage services, namely, providing core insurance brokerage activities specific to data management and presentation of costs and services of various insurance carrier and network providers regarding property and casualty insurance and related insurance products; insurance carrier services, namely, providing property and casualty insurance and property and casualty insurance products
Insurance brokerage services; insurance information and consultancy; providing information to businesses and associations regarding property and casualty insurance and related insurance products; insurance carrier services, namely, providing property and casualty insurance and property and casualty insurance products; Providing an interactive website platform for users, featuring insurance information, to run analytics relating to insurance services, insurance information, businesses and associations regarding property and casualty insurance and related insurance products
Providing business research services, namely, researching business management aspects of health benefit insurance information for others; providing a comparison model, namely, price comparison services in the field of health insurance benefits relating to provider reimbursement, claim probability distributions, plan type and plan management for others | Insurance consultancy; processing, administering and managing employee health benefit plans in the field of health insurance benefits relating to provider reimbursement, claim probability distributions, plan type and plan management for others
Downloadable software in the nature of a mobile application for use by a company's employees in accessing and managing their own personal employment and employee benefits information, for learning management, namely, accessing employee training and development resources, for providing information about their own health, wellness and nutrition, and for providing information about their own personal finances and financial management, and excluding software for use in database management and data analysis in the fields of labor and employment, compensation management, and human resource analytics | Software as a service (SaaS) featuring software for use by a company's employees in accessing and managing their own personal employment and employee benefits information, for learning management, namely, accessing employee training and development resources, for providing information about their own health, wellness and nutrition, and for providing information about their own personal finances and financial management, and excluding software for use in database management and data analysis in the fields of labor and employment, compensation management, and human resource analytics; providing online non-downloadable software for use by a company's employees in accessing and managing their own personal employment and employee benefits information, for learning management, namely, accessing employee training and development resources, for providing information about their own health, wellness and nutrition, and for providing information about their own personal finances and financial management, and excluding software for use in database management and data analysis in the fields of labor and employment, compensation management, and human resource analytics | Healthcare services, namely, wellness programs; medical assistance services; medical testing services, namely, fitness evaluation and medical consultation services provided to corporate clients to help their employees make health, wellness and nutritional changes in their daily living to improve health; healthcare services, namely, health and wellness programs to encourage permanent, healthy behavior changes by participating in interactive online challenges; providing a website featuring information about health, wellness and nutrition; providing information in the fields of health and wellness; healthcare services in the nature of providing patient population managed health care services for employers, namely, wellness management programs; providing medical information to employers in the form of reports in the field of employee utilization of wellness programs; wellness and health-related consulting services; consulting services in the field of employee population health and wellness management
Administration of employee benefit plans concerning insurance and finance; administration of employee benefit plans in the field of healthcare, dental and vision insurance, prescription drug coverage, and employee wellness programs
Administration of employee benefit plans concerning insurance and finance; administration of employee benefit plans in the field of healthcare, dental and vision insurance, prescription drug coverage, and employee wellness programs; "HEALTH"
Insurance brokerage services; insurance information and consultancy; insurance consulting in the field of automobile, home and property insurance; providing insurance rate quotes; administration of employee benefit plans concerning insurance and finance; providing information to members of associations, unions and other groups in the field of automobile, home and property insurance
Business consultation services, namely, consulting and advising businesses on compensation for executives and corporate governance consulting, and specifically excluding training and recruitment of insurance agents and talent recruiting services; Business consulting and information services, namely, consulting and advising businesses on compensation for executives and corporate governance consulting, and specifically excluding training and recruitment of insurance agents and talent recruiting services; "AMERICA'S"
Business brokerage and related consulting services for employee benefits concerning insurance, finance and investments, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage, consulting and administrative services for property and casualty insurance; insurance brokerage, consulting and administrative services for disability and accident and health insurance and solutions; financial risk management consultation; insurance claims and coverage review services; insurance brokerage, consulting and administrative services for annuities, disability, long term care and life insurance; insurance brokerage, consulting and administrative services for financial institutions; insurance agency services; financial and insurance advisory services in the fields of investment, wealth management, charitable giving planning, retirement planning and life insurance settlement; insurance brokerage services; administration of employee benefit plans concerning insurance and financial services; claims administration services in the field of property and casualty insurance lines; insurance consulting in the field of health, disability, long term care, life, property and casualty insurance; consulting services in the field of employee financial benefit plans; providing information and advice in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; financial asset management and allocation; financial retirement plan consulting services and administration; financial analysis and research services; Business consulting and marketing services in the field of insurance and financial services; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors
Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors
Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors
Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors | Business brokerage and related consulting services for employee benefits concerning insurance, finance and investments, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, including employee enrollment, eligibility management, early buy-out severance plans, human resource information and guidance, and delivery of payroll, flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage, consulting and administrative services for property and casualty insurance, including commercial and personal lines of insurance, coverages and programs for directors and officers liability, general commercial liability, environmental liability, employment practice, professional liability, fiduciary liability, commercial property, cyber liability, workers compensation, homeowners, renters, automobile, personal and valuable articles, marine, boats, yachts, watercraft and aircraft, surety bonds, calamity, flood, earthquake, excess/umbrella coverage, crime, disability, accidental death and dismemberment, and specialized insurance in the fields of product contamination, product recall, pollution, asbestos removal, errors and omissions, extortion and kidnap and ransom; insurance brokerage, consulting and administrative services for disability and accident and health insurance and solutions, including coverages and programs and focus areas for sports and entertainment with an emphasis on professional sports leagues, entertainers, media organizations, and event management clientele; financial risk management consultation; insurance claims and coverage review services; insurance services in the nature of asset protection and loss control consultation services; insurance brokerage, consulting and administrative services for annuities, disability, long term care and life insurance, including individual term, permanent, international, private placement, survivorship permanent, premium financing and related strategies and review of polices; insurance brokerage, consulting and administrative services for financial institutions; insurance agency services; financial and insurance advisory services in the fields of investment, wealth management, charitable giving planning, retirement planning and life insurance settlement; financial advisory services and consulting services in the fields of broker-dealers, insurance brokerage, registered financial investments, managed accounts, mutual funds, securities, annuities including fixed and variable, group variable and structured settlement annuities, alternative financial investments, hedge funds, options, and separate retirement account management; financial due diligence services for investment products and managers; insurance brokerage services; administration of employee benefit plans concerning insurance and financial services; administration of flexible spending accounts (FSAs), health savings accounts (HSAs) and health reimbursement accounts (HRAs); claims administration services in the field of property and casualty insurance lines; consolidated billing and claims administration in the field of health insurance; insurance consulting in the field of health, disability, long term care, life, property and casualty insurance; consulting services in the field of employee financial benefit plans; providing information and advice in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers; employee benefit plans advisory, consulting and administration services concerning insurance and finance in the fields of non-qualified plans for highly compensated individuals, qualified and non-qualified stock option programs, group term carve-out plans, executive disability programs, consumer health advocacy, enrollment administration, executive compensation, flexible spending account, health savings account and health reimbursement account administration, and HIPAA administration; stock brokerage services; mutual fund brokerage; financial investment brokerage; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; estate planning; financial asset management and allocation; financial retirement plan consulting services and administration; hedge fund investment services; financial analysis and research services; investment management; providing a resource website featuring information in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers
Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors | Business brokerage and related consulting services for employee benefits concerning insurance, finance and investments, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, including employee enrollment, eligibility management, early buy-out severance plans, human resource information and guidance, and delivery of payroll, flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage, consulting and administrative services for property and casualty insurance, including commercial and personal lines of insurance, coverages and programs for directors and officers liability, general commercial liability, environmental liability, employment practice, professional liability, fiduciary liability, commercial property, cyber liability, workers compensation, homeowners, renters, automobile, personal and valuable articles, marine, boats, yachts, watercraft and aircraft, surety bonds, calamity, flood, earthquake, excess/umbrella coverage, crime, disability, accidental death and dismemberment, and specialized insurance in the fields of product contamination, product recall, pollution, asbestos removal, errors and omissions, extortion and kidnap and ransom; insurance brokerage, consulting and administrative services for disability and accident and health insurance and solutions, including coverages and programs and focus areas for sports and entertainment with an emphasis on professional sports leagues, entertainers, media organizations, and event management clientele; financial risk management consultation; insurance claims and coverage review services; insurance services in the nature of asset protection and loss control consultation services; insurance brokerage, consulting and administrative services for annuities, disability, long term care and life insurance, including individual term, permanent, international, private placement, survivorship permanent, premium financing and related strategies and review of polices; insurance brokerage, consulting and administrative services for financial institutions; insurance agency services; financial and insurance advisory services in the fields of investment, wealth management, charitable giving planning, retirement planning and life insurance settlement; financial advisory services and consulting services in the fields of broker-dealers, insurance brokerage, registered financial investments, managed accounts, mutual funds, securities, annuities including fixed and variable, group variable and structured settlement annuities, alternative financial investments, hedge funds, options, and separate retirement account management; financial due diligence services for investment products and managers; insurance brokerage services; administration of employee benefit plans concerning insurance and financial services; administration of flexible spending accounts (FSAs), health savings accounts (HSAs) and health reimbursement accounts (HRAs); claims administration services in the field of property and casualty insurance lines; consolidated billing and claims administration in the field of health insurance; insurance consulting in the field of health, disability, long term care, life, property and casualty insurance; consulting services in the field of employee financial benefit plans; providing information and advice in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers; employee benefit plans advisory, consulting and administration services concerning insurance and finance in the fields of non-qualified plans for highly compensated individuals, qualified and non-qualified stock option programs, group term carve-out plans, executive disability programs, consumer health advocacy, enrollment administration, executive compensation, flexible spending account, health savings account and health reimbursement account administration, and HIPAA administration; stock brokerage services; mutual fund brokerage; financial investment brokerage; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; estate planning; financial asset management and allocation; financial retirement plan consulting services and administration; hedge fund investment services; financial analysis and research services; investment management; providing a resource website featuring information in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers
Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors | Business brokerage and related consulting services for employee benefits concerning insurance, finance and investments, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, including employee enrollment, eligibility management, early buy-out severance plans, human resource information and guidance, and delivery of payroll, flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage, consulting and administrative services for property and casualty insurance, including commercial and personal lines of insurance, coverages and programs for directors and officers liability, general commercial liability, environmental liability, employment practice, professional liability, fiduciary liability, commercial property, cyber liability, workers compensation, homeowners, renters, automobile, personal and valuable articles, marine, boats, yachts, watercraft and aircraft, surety bonds, calamity, flood, earthquake, excess/umbrella coverage, crime, disability, accidental death and dismemberment, and specialized insurance in the fields of product contamination, product recall, pollution, asbestos removal, errors and omissions, extortion and kidnap and ransom; insurance brokerage, consulting and administrative services for disability and accident and health insurance and solutions, including coverages and programs and focus areas for sports and entertainment with an emphasis on professional sports leagues, entertainers, media organizations, and event management clientele; financial risk management consultation; insurance claims and coverage review services; insurance services in the nature of asset protection and loss control consultation services; insurance brokerage, consulting and administrative services for annuities, disability, long term care and life insurance, including individual term, permanent, international, private placement, survivorship permanent, premium financing and related strategies and review of polices; insurance brokerage, consulting and administrative services for financial institutions; insurance agency services; financial and insurance advisory services in the fields of investment, wealth management, charitable giving planning, retirement planning and life insurance settlement; financial advisory services and consulting services in the fields of broker-dealers, insurance brokerage, registered financial investments, managed accounts, mutual funds, securities, annuities including fixed and variable, group variable and structured settlement annuities, alternative financial investments, hedge funds, options, and separate retirement account management; financial due diligence services for investment products and managers; insurance brokerage services; administration of employee benefit plans concerning insurance and financial services; administration of flexible spending accounts (FSAs), health savings accounts (HSAs) and health reimbursement accounts (HRAs); claims administration services in the field of property and casualty insurance lines; consolidated billing and claims administration in the field of health insurance; insurance consulting in the field of health, disability, long term care, life, property and casualty insurance; consulting services in the field of employee financial benefit plans; providing information and advice in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers; employee benefit plans advisory, consulting and administration services concerning insurance and finance in the fields of non-qualified plans for highly compensated individuals, qualified and non-qualified stock option programs, group term carve-out plans, executive disability programs, consumer health advocacy, enrollment administration, executive compensation, flexible spending account, health savings account and health reimbursement account administration, and HIPAA administration; stock brokerage services; mutual fund brokerage; financial investment brokerage; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; estate planning; financial asset management and allocation; financial retirement plan consulting services and administration; hedge fund investment services; financial analysis and research services; investment management; providing a resource website featuring information in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers
Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors | Business brokerage and related consulting services for employee benefits concerning insurance, finance and investments, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, including employee enrollment, eligibility management, early buy-out severance plans, human resource information and guidance, and delivery of payroll, flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage, consulting and administrative services for property and casualty insurance, including commercial and personal lines of insurance, coverages and programs for directors and officers liability, general commercial liability, environmental liability, employment practice, professional liability, fiduciary liability, commercial property, cyber liability, workers compensation, homeowners, renters, automobile, personal and valuable articles, marine, boats, yachts, watercraft and aircraft, surety bonds, calamity, flood, earthquake, excess/umbrella coverage, crime, disability, accidental death and dismemberment, and specialized insurance in the fields of product contamination, product recall, pollution, asbestos removal, errors and omissions, extortion and kidnap and ransom; insurance brokerage, consulting and administrative services for disability and accident and health insurance and solutions, including coverages and programs and focus areas for sports and entertainment with an emphasis on professional sports leagues, entertainers, media organizations, and event management clientele; financial risk management consultation; insurance claims and coverage review services; insurance services in the nature of asset protection and loss control consultation services; insurance brokerage, consulting and administrative services for annuities, disability, long term care and life insurance, including individual term, permanent, international, private placement, survivorship permanent, premium financing and related strategies and review of polices; insurance brokerage, consulting and administrative services for financial institutions; insurance agency services; financial and insurance advisory services in the fields of investment, wealth management, charitable giving planning, retirement planning and life insurance settlement; financial advisory services and consulting services in the fields of broker-dealers, insurance brokerage, registered financial investments, managed accounts, mutual funds, securities, annuities including fixed and variable, group variable and structured settlement annuities, alternative financial investments, hedge funds, options, and separate retirement account management; financial due diligence services for investment products and managers; insurance brokerage services; administration of employee benefit plans concerning insurance and financial services; administration of flexible spending accounts (FSAs), health savings accounts (HSAs) and health reimbursement accounts (HRAs); claims administration services in the field of property and casualty insurance lines; consolidated billing and claims administration in the field of health insurance; insurance consulting in the field of health, disability, long term care, life, property and casualty insurance; consulting services in the field of employee financial benefit plans; providing information and advice in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers; employee benefit plans advisory, consulting and administration services concerning insurance and finance in the fields of non-qualified plans for highly compensated individuals, qualified and non-qualified stock option programs, group term carve-out plans, executive disability programs, consumer health advocacy, enrollment administration, executive compensation, flexible spending account, health savings account and health reimbursement account administration, and HIPAA administration; stock brokerage services; mutual fund brokerage; financial investment brokerage; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; estate planning; financial asset management and allocation; financial retirement plan consulting services and administration; hedge fund investment services; financial analysis and research services; investment management; providing a resource website featuring information in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers
Business consultation services, namely, consulting and advising businesses on compensation for executives and corporate governance consulting, and specifically excluding training and recruitment of insurance agents and talent recruiting services; Business consulting and information services, namely, consulting and advising businesses on compensation for executives and corporate governance consulting, and specifically excluding training and recruitment of insurance agents and talent recruiting services; "TEXAS"
Computer application software for mobile devices, namely, software for use in accessing information regarding employee benefits plans and insurance plans, benefits and insurance providers, and related documentation | Providing temporary use of on-line non-downloadable software and applications for use in accessing information regarding employee benefits plans and insurance plans, benefits and insurance providers, and related documentation
Insurance services, namely, providing property and casualty insurance program management services and insurance underwriting services for all types of insurance to retail insurance agents specializing in restaurants, pubs, taverns, casinos, bars, nightclubs, brew pubs and adult entertainment venues; "INSURANCE SERVICES"
Insurance services, namely, providing property and casualty insurance program management services and insurance underwriting services for all types of insurance to retail insurance agents specializing in restaurants, pubs, taverns, casinos, bars, nightclubs, brew pubs and adult entertainment venues
ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK
ADVERTISING AND INSURANCE MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK MANAGEMENT
ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK MANAGEMENT | BROKERAGE AND CONSULTING SERVICES FOR EMPLOYEE BENEFITS CONCERNING INSURANCE AND FINANCE, NAMELY, HEALTH INSURANCE, ANCILLARY INSURANCE AND RETIREMENT PLANS; BROKERAGE, CONSULTING AND ADMINISTRATIVE SERVICES FOR EXECUTIVE BENEFIT PLANS CONCERNING INSURANCE AND FINANCE; BROKERAGE SERVICES FOR PROPERTY AND CASUALTY INSURANCE; BROKERAGE SERVICES FOR ANNUITIES, DISABILITY, LONG TERM CARE AND LIFE INSURANCE; INSURANCE BROKERAGE SERVICES FOR FINANCIAL INSTITUTIONS; INSURANCE AGENCY SERVICES; ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT; ADVISORY SERVICES IN THE FIELDS OF BROKER-DEALERS INSURANCE BROKERAGE, REGISTERED FINANCIAL INVESTMENTS, MUTUAL FUNDS, SECURITIES, ANNUITIES, ALTERNATIVE FINANCIAL INVESTMENTS, HEDGE FUNDS, OPTIONS, AND SEPARATE RETIREMENT ACCOUNT MANAGEMENT; AND FINANCIAL DUE DILIGENCE SERVICES FOR INVESTMENT PRODUCTS AND MANAGERS
ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK MANAGEMENT | BROKERAGE AND CONSULTING SERVICES FOR EMPLOYEE BENEFITS CONCERNING INSURANCE AND FINANCE, NAMELY, HEALTH INSURANCE, ANCILLARY INSURANCE AND RETIREMENT PLANS; BROKERAGE, CONSULTING AND ADMINISTRATIVE SERVICES FOR EXECUTIVE BENEFIT PLANS CONCERNING INSURANCE AND FINANCE; BROKERAGE SERVICES FOR PROPERTY AND CASUALTY INSURANCE; BROKERAGE SERVICES FOR ANNUITIES, DISABILITY, LONG TERM CARE AND LIFE INSURANCE; INSURANCE BROKERAGE SERVICES FOR FINANCIAL INSTITUTIONS; INSURANCE AGENCY SERVICES; ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT; ADVISORY SERVICES IN THE FIELDS OF BROKER-DEALERS INSURANCE BROKERAGE, REGISTERED FINANCIAL INVESTMENTS, MUTUAL FUNDS, SECURITIES, ANNUITIES, ALTERNATIVE FINANCIAL INVESTMENTS, HEDGE FUNDS, OPTIONS, AND SEPARATE RETIREMENT ACCOUNT MANAGEMENT; AND FINANCIAL DUE DILIGENCE SERVICES FOR INVESTMENT PRODUCTS AND MANAGERS
ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK MANAGEMENT | BROKERAGE AND CONSULTING SERVICES FOR EMPLOYEE BENEFITS CONCERNING INSURANCE AND FINANCE, NAMELY, HEALTH INSURANCE, ANCILLARY INSURANCE AND RETIREMENT PLANS; BROKERAGE, CONSULTING AND ADMINISTRATIVE SERVICES FOR EXECUTIVE BENEFIT PLANS CONCERNING INSURANCE AND FINANCE; BROKERAGE SERVICES FOR PROPERTY AND CASUALTY INSURANCE; BROKERAGE SERVICES FOR ANNUITIES, DISABILITY, LONG TERM CARE AND LIFE INSURANCE; INSURANCE BROKERAGE SERVICES FOR FINANCIAL INSTITUTIONS; INSURANCE AGENCY SERVICES; ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT; ADVISORY SERVICES IN THE FIELDS OF BROKER-DEALERS INSURANCE BROKERAGE, REGISTERED FINANCIAL INVESTMENTS, MUTUAL FUNDS, SECURITIES, ANNUITIES, ALTERNATIVE FINANCIAL INVESTMENTS, HEDGE FUNDS, OPTIONS, AND SEPARATE RETIREMENT ACCOUNT MANAGEMENT; AND FINANCIAL DUE DILIGENCE SERVICES FOR INVESTMENT PRODUCTS AND MANAGERS
ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK MANAGEMENT | BROKERAGE AND CONSULTING SERVICES FOR EMPLOYEE BENEFITS CONCERNING INSURANCE AND FINANCE, NAMELY, HEALTH INSURANCE, ANCILLARY INSURANCE AND RETIREMENT PLANS; BROKERAGE, CONSULTING AND ADMINISTRATIVE SERVICES FOR EXECUTIVE BENEFIT PLANS CONCERNING INSURANCE AND FINANCE; BROKERAGE SERVICES FOR PROPERTY AND CASUALTY INSURANCE; BROKERAGE SERVICES FOR ANNUITIES, DISABILITY, LONG TERM CARE AND LIFE INSURANCE; INSURANCE BROKERAGE SERVICES FOR FINANCIAL INSTITUTIONS; INSURANCE AGENCY SERVICES; ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT; ADVISORY SERVICES IN THE FIELDS OF BROKER-DEALERS INSURANCE BROKERAGE, REGISTERED FINANCIAL INVESTMENTS, MUTUAL FUNDS, SECURITIES, ANNUITIES, ALTERNATIVE FINANCIAL INVESTMENTS, HEDGE FUNDS, OPTIONS, AND SEPARATE RETIREMENT ACCOUNT MANAGEMENT; AND FINANCIAL DUE DILIGENCE SERVICES FOR INVESTMENT PRODUCTS AND MANAGERS
Class 035: ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF BUSINESS PORTFOLIO MANAGEMENT, ANALYZING AND COMPILING DATA FOR MEASURING THE PERFORMANCE OF FINANCIAL MARKETS, BUSINESS FEASIBILITY PROPOSAL GENERATION, TRACKING AND MONITORING INSURANCE COMPLIANCE AND BUSINESS RISK MANAGEMENT; Class 036: BROKERAGE AND CONSULTING SERVICES FOR EMPLOYEE BENEFITS CONCERNING INSURANCE AND FINANCE, NAMELY, HEALTH INSURANCE, ANCILLARY INSURANCE AND RETIREMENT PLANS; BROKERAGE, CONSULTING AND ADMINISTRATIVE SERVICES FOR EXECUTIVE BENEFIT PLANS CONCERNING INSURANCE AND FINANCE; BROKERAGE SERVICES FOR PROPERTY AND CASUALTY INSURANCE; BROKERAGE SERVICES FOR ANNUITIES, DISABILITY, LONG TERM CARE AND LIFE INSURANCE; INSURANCE BROKERAGE SERVICES FOR FINANCIAL INSTITUTIONS; INSURANCE AGENCY SERVICES; ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT; ADVISORY SERVICES IN THE FIELDS OF BROKER-DEALERS INSURANCE BROKERAGE, REGISTERED FINANCIAL INVESTMENTS, MUTUAL FUNDS, SECURITIES, ANNUITIES, ALTERNATIVE FINANCIAL INVESTMENTS, HEDGE FUNDS, OPTIONS, AND SEPARATE RETIREMENT ACCOUNT MANAGEMENT; AND FINANCIAL DUE DILIGENCE SERVICES FOR INVESTMENT PRODUCTS AND MANAGERS
Class 035: ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF CASE SUBMISSION, NAMELY, INSURANCE CLAIM AUDITING AND BUSINESS INFORMATION MANAGEMENT
ADVERTISING AND MARKETING SERVICES IN THE FIELD OF INSURANCE; AND BUSINESS CONSULTATION SERVICES FOR FINANCIAL ORGANIZATIONS IN THE FIELDS OF CASE SUBMISSION, NAMELY, INSURANCE CLAIM AUDITING AND BUSINESS INFORMATION MANAGEMENT | ADVISORY SERVICES IN THE FIELDS OF UNDERWRITING, FINANCIAL PRODUCT ANALYSIS, CARRIER FINANCIAL DUE DILIGENCE AND CASE DESIGN, NAMELY, FINANCIAL PORTFOLIO ANALYSIS SERVICES; BROKERAGE SERVICES FOR PERSONAL PROPERTY AND CASUALTY INSURANCE; CLAIMS ADMINISTRATION SERVICES FOR PERSONAL PROPERTY AND CASUALTY INSURANCE; INSURANCE AGENCY SERVICES; AND ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, FINANCIAL RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT
business administration services; business management services, business consolidation services, business consulting services; distribution of financial services, namely insurance, financial planning, estate planning, tax planning, benefits planning, investment advisory and investment management services; financial product development and marketing; namely, development and marketing of insurance products, variable insurance products, asset allocation products, wealth creation products, investment products, hedge fund products, and investment consulting products; and financial services-related technology development and marketing, namely development and marketing of trading systems, client account systems, financial planning and modeling systems, calculators, broker productivity tools and commission system payouts, and the distribution and provision of access to all of the foregoing products and services
business administration services; business management services, business consolidation services, business consulting services; distribution of financial services, namely insurance, financial planning, estate planning, tax planning, benefits planning, investment advisory and investment management services; financial product development and marketing; namely, development and marketing of insurance products, variable insurance products, asset allocation products, wealth creation products, investment products, hedge fund products, and investment consulting products; and financial services-related technology development and marketing, namely development and marketing of trading systems, client account systems, financial planning and modeling systems, calculators, broker productivity tools and commission system payouts, and the distribution and provision of access to all of the foregoing products and services; "NATIONAL FINANCIAL PARTNERS"
[Based upon Section 1(a)] Providing on-line non-downloadable digital publications, namely, newsletters and blogs featuring advice on finance and general business strategy; Educational services, namely, conducting online workshops in the fields of accounting, tax, bookkeeping, finance, general business strategy, and entrepreneurship; [Based upon Section 1(b)] Entertainment services, namely, providing podcasts in the fields of accounting, tax, bookkeeping, finance, general business strategy, and entrepreneurship; Educational services, namely, conducting online and offline classes, courses, non-downloadable webinars, seminars, conferences, social entertainment events, boot camps, and workshops in the fields of accounting, tax, bookkeeping, finance, general business strategy, and entrepreneurship.; Financial planning and analysis; financial forecasting, analysis and planning; debt advisory services.; [Based upon Section 1(a)] Accounting services; Bookkeeping services; Accounts receivable billing services, invoicing services, accounts payable debiting services, and payroll processing services; Tax preparation services; Business valuation services; Business strategy development services and consultation related thereto; Business growth strategy development services and consultation related thereto; [Based upon Section 1(b)] Tax filing services.
financial advisory services; bill payment services; financial advisory services relating to insurance, benefits, retirement, and wealth management; tax advisory and business management services for entertainment industry executives, namely, directors, producers, and writers; tax advisory and business management services for entertainers, real estate developers, professional athletes, and other individual professionals; accounting services; tax preparation and filing strategy services
Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis; "FIDUCIARY INVESTMENT ADVISORS"
Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis; "ADVISORS"
Financial services, namely, investment advice, investment management, financial planning, investment consultation and investment and recommendation of assets and funds for others, including individuals and entities; Financial asset management; Financial consultation rendered to plan sponsors, institutions and family trusts, which services include investment advice, asset allocation analysis, performing investment manager searches, performance evaluation 404(c) compliance evaluation, actuarial services, and cost/benefit analysis; "FIDUCIARY"
financial advisory services; bill payment services; financial advisory services relating to insurance, benefits, retirement, and wealth management; tax advisory and business management services for entertainment industry executives, namely, directors, producers, and writers; tax advisory and business management services for entertainers, real estate developers, professional athletes, and other individual professionals; accounting services; tax preparation and filing strategy services
financial advisory services; bill payment services; financial advisory services relating to insurance, benefits, retirement, and wealth management; tax advisory and business management services for entertainment industry executives, namely, directors, producers, and writers; tax advisory and business management services for entertainers, real estate developers, professional athletes, and other individual professionals; accounting services; tax preparation and filing strategy services
Downloadable customized webinars in the field of financial wellness for companies, employees, group financial meetings, and one-on-one financial meetings
Class 035: Cost management for the financial plans for others; financial record-keeping for 404(c) regulatory compliance purposes; Class 036: Financial services, namely, investment advice, investment management, financial planning, investment consultation, and investment of assets and funds for others, including individuals and entities; financial consultation rendered to plan sponsors, institutions, and family trusts, namely, investment advice, asset allocation analysis, performing investment manager searches
Downloadable customized webinars in the field of financial wellness for companies, employees, group financial meetings, and one-on-one financial meetings; Downloadable newsletters in the fields of retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing and home savings plans, financial wellbeing plans, investment watch-list memos intended to be proactive communication to employees, and upcoming financial seminars and workshops | Printed newsletters in the fields of retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing and home savings plans, financial wellbeing plans, investment watch-list memos intended to be proactive communication to employees, and upcoming financial seminars and workshops | Financial analysis and consultation for companies, namely, financial wellness assessment of employees, customized action plans for employees, and employee financial guidance in furtherance of achieving financial independence; Behavioral financial analysis, namely, providing financial advice based upon analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Providing a website featuring customized advice and information in the field of financial analysis that allows employees to take a personalized financial assessment and receive an employee financial Action Plan; Providing a website featuring customized information and advice in the field of financial analysis that allows employers to receive an Executive Summary report of "Company Wellness" to formalize an education strategy for employees | Providing online non-downloadable newsletters in the fields of retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing and home savings plans, financial wellbeing plans, investment watch-list memos intended to be proactive communication to employees, and upcoming financial seminars and workshops; Educational services for companies, namely, conducting seminars and providing online non-downloadable customized webinars for employees, group meetings and one-on-one financial meetings all in the field of financial wellness; Educational services, namely, conducting financial workshops in the field of financial strategies, retirement plans, insurance plans, debt reduction plans, saving plans, investment plans, college saving plans, home purchasing, and home savings plans; Educational services, namely, conducting educational programs and workshops in the field of behavioral financial analysis in the nature of analysis of employee financial decisions and psychological obstacles associated therewith including inertia, loss aversion, and myopia; Educational services, namely, conducting educational financial programs relating to corrective measures that employers can take to make their plans more effective for employees in the field of behavioral financial analysis; Educational services, namely, providing web-based non-downloadable educational programs and workshops in the field of financial guidance for retirement plans, saving plans, debt reduction plans, college planning, investment strategies, planning to buy a home and home savings plans, insurance plans | Providing a website featuring technology that enables users to take a personalized employee financial assessment and receive an employee financial action plan
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