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Educational services, namely, conducting discussion groups in the field of finance and investing; Education services, namely, providing live and on-line seminars, workshops, presentations and speaking engagements in the field of finance, investing, money management, and money planning; Financial asset management; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Providing financial advice via a website; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning and investment advisory services; Estate planning; Investment management; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Tax and taxation planning, advice, information and consultancy services
Class 036: commercial lending services to provide working capital financing, namely, factoring, asset-based loans, accounts receivable purchases and management, inventory loans, term loans, equipment loans and interim real estate loans; the preceding services specifically excluding electronic processing of foreign financial exchange and money market trading transactions, and electronic message transmission of financial information
Coaching in the field of finances; providing educational courses in the field of personal finance; entertainment services in the nature of musical performances, comedy shows, and live performances consisting of talks and seminars relating to personal finance and community building; entertainment services in the nature of organizing social gatherings; Magnetically encoded credit cards; magnetically encoded debit cards; Processing of credit card payments; issuing credit cards; issuance of digital credit cards; processing of contactless credit card payments; electronic credit card transaction processing; processing of debit card payments; issuing debit cards; issuance of digital debit cards; processing of contactless debit card payments; electronic debit card transaction processing; banking services; savings account services; insurance brokerage services; mortgage brokerage services; loan financing; financing and loan services; credit and loan services; remittance of money, namely, money transfer services; student loan services; providing information in the field of personal finance; FINANCIAL
Installment purchase financing services, providing lease financing, lease purchase financing, rent-to-own financing, loan financing,
trade credit services, namely, financing services and lines of credit for business customers, and purchase lending services in the
nature of financing of purchases, all relating to new and used equipment and apparatus, excluding the fields of insurance,
investments, wealth management services, and executive benefit services; "FINANCIAL"
Electronic processing of insurance claims and payment data; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Administration, billing and reconciliation of accounts on behalf of others; Business consulting services in the field of healthcare and insurance for the purpose of revenue management and payment management; Business data analysis services in the field of healthcare and insurance; "FINANCIAL"; Platform as a service (PAAS) featuring computer software platforms for the purpose of revenue management in the field of healthcare and insurance; Platform as a service (PAAS) featuring computer software platforms for the purpose of automating premium bills and payments and for processing payments; Platform as a service (PAAS) featuring computer software platforms for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management, and payment management for health care providers; Platform as a service (PAAS) featuring computer software platforms for performing reconciliation, managing delinquencies and producing reports; Platform as a service (PAAS) featuring computer software platforms for purpose of invoice generation, payment and reconciliation for multiple products in a health plan driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for automating premium bills and payments and for processing payments; Software as a service (SAAS) services featuring software for the purpose of revenue management and payment management in the field of healthcare insurance; Software as a service (SAAS) services featuring software for analyzing, processing, editing, reviewing and auditing data in the fields of health care, insurance, revenue management and payment management for health care providers; Software as a service (SAAS) services featuring software for the purpose of invoice generation, payments and reconciliation for multiple products in a health plan, driving premium calculations and revenue reconciliation; Software as a service (SAAS) services featuring software for performing reconciliation, managing delinquencies and producing reports
Class 036: Holding company services performed for third parties, namely, providing life insurance underwriting, issuance and administration of annuities, and investment of funds
Class 036: Financial services, namely origination, underwriting, servicing and management of commercial loans; management of portfolios of loans used to collateralize securities
Class 036: Arranging of loans; Commercial lending services; Consumer lending services; Electronic transfer of funds; Financial services, namely, money lending; Financing of loans; Money transfer; Temporary loans; Class 042: Providing on-line non-downloadable software for consumer lending services, commercial lending services, money lending, money transfer, electronic transfer of funds, financing of loans, arranging of loans, and temporary loans; Providing on-line non-downloadable software for aggregating and automatically processing data; Providing a website featuring non-downloadable software for online consumer lending services, commercial lending services, money lending, money transfer, electronic transfer of funds, financing of loans, arranging of loans, and temporary loans; Providing a website featuring non-downloadable software for online aggregating and automatically processing data
financial investment advisory services; financial investment brokerage services; financial portfolio analysis services; electronic financial trading services; financial analysis and research services; financial advice and consultancy services; financial retirement plan consulting services; financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems; securities brokerage services; "FINANCIAL SERVICES INC."
Class 036: Investment advice; Investment advice in the fields of retirement plans; Investment consultancy; Investment consultation in the fields of retirement plans; Investment risk assessment services; Advice relating to investments; Fund investment consultation; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for corporations and foundations
Entertainment and education services, namely, a continuing series of programs in the fields of personal finance, economics, and current events accessible via the internet for worldwide distribution; Entertainment and education services, namely, providing websites featuring audio and video presentations featuring personal finance, economics, and current events in the field of finance and economics; publication of online texts of interviews featuring financial experts in the fields of personal finance, economics, and current events for educational purposes; providing online non-downloadable articles and commentary in the fields of personal finance, economics, and current events via the internet
Magnetically encoded debit cards; Downloadable software in the nature of a mobile application for providing access to information concerning health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts; Downloadable software in the nature of a mobile application for banking and finance management services; Downloadable computer software for processing electronic payments and transferring funds to and from others; Electronic data interchange services in the field of healthcare transactions such as claims, eligibility, claim status, electronic remittance advice, prior authorizations, attachments and referrals that allow direct transaction and payment communications between healthcare providers and payers; Financial services, namely, custodian services and complementary custodian services, namely, rollover, alternative asset custody, private fund custody and advisor support services; Individual retirement account services; Administration of health savings accounts; Debit card services, namely, providing financial administration of a debit card savings program for use in relation to health care accounts; Issuing of debit cards; Financial administration of employee benefit plans for health savings accounts, health reimbursement plans, wellness reimbursement plans, dependent care health reimbursement plans, health flexible spending accounts, Medicare supplemental benefits plans and emergency savings funds; Financial administration of health and wellness reimbursement arrangements; Financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others for recordkeeping, payment and disbursement purposes; Financial Administration of retirement plans, retirement accounts, health savings accounts and benefit plans concerning insurance and finance for others; Financial administration of retirement accounts; all of the foregoing expressly excluding workers' compensation insurance and workers' compensation financial risk management services.; Administration of employee benefit plans concerning commuter, child care and parking; Administration of employee benefit plans concerning pre-tax spending accounts; Data processing services in the field of financial services like-kind and real property exchange transactions; all of the foregoing expressly excluding human resource consultation and management services; FINANCIAL; Application service provider (ASP) featuring software for collecting, processing, managing, storing, tracking and reporting information in the field of like-kind exchange transactions and health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts; Providing temporary use of on-line non-downloadable software for processing like-kind exchange transactions and health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts; Providing temporary use of on-line non-downloadable software development tools for processing electronic payments and transferring funds to and from others; Providing temporary use of on-line non-downloadable software for identifying like-kind exchange property; Providing temporary use of on-line non-downloadable software for exchange with others information concerning like-kind exchange transactions and health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts
Magnetically encoded debit cards; Downloadable software in the nature of a mobile application for providing access to information concerning health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts; Downloadable software in the nature of a mobile application for banking and finance management services; Downloadable computer software for processing electronic payments and transferring funds to and from others; Electronic data interchange services in the field of healthcare transactions such as claims, eligibility, claim status, electronic remittance advice, prior authorizations, attachments and referrals that allow direct transaction and payment communications between healthcare providers and payers; Financial services, namely, custodian services and complementary custodian services, namely, rollover, alternative asset custody, private fund custody and advisor support services; Individual retirement account services; Administration of health savings accounts; Debit card services, namely, providing financial administration of a debit card savings program for use in relation to health care accounts; Issuing of debit cards; Financial administration of employee benefit plans for health savings accounts, health reimbursement plans, wellness reimbursement plans, dependent care health reimbursement plans, health flexible spending accounts, Medicare supplemental benefits plans and emergency savings funds; Financial administration of health and wellness reimbursement arrangements; Financial custody services, namely, maintaining possession of assets of retirement plans, assets of benefit plans and assets of trusts for others for recordkeeping, payment and disbursement purposes; Financial Administration of retirement plans, retirement accounts, health savings accounts and benefit plans concerning insurance and finance for others; Financial administration of retirement accounts; all of the foregoing expressly excluding workers' compensation insurance and workers' compensation financial risk management services.; Administration of employee benefit plans concerning commuter, child care and parking; Administration of employee benefit plans concerning pre-tax spending accounts; Data processing services in the field of financial services like-kind real property exchange transactions; all of the foregoing expressly excluding human resource consultation and management services; FINANCIAL; Application service provider (ASP) featuring software for collecting, processing, managing, storing, tracking and reporting information in the field of like-kind exchange transactions and health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts; Providing temporary use of on-line non-downloadable software for processing like-kind exchange transactions and health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts; Providing temporary use of on-line non-downloadable software development tools for processing electronic payments and transferring funds to and from others; Providing temporary use of on-line non-downloadable software for identifying like-kind exchange property; Providing temporary use of on-line non-downloadable software for exchange with others information concerning like-kind exchange transactions and health and wellness financial benefits in the nature of Health Savings Account, Flexible Spending Accounts, and Health Reimbursement Accounts
Class 036: Financial and insurance services, namely, life insurance and annuity underwriting services; financial services in the nature of annuity investment; administration and management of annuity contracts and consultation in the field of developing annuity products for others; investment advisory services, namely, mutual fund advisory services; mutual fund investment; establishing mutual funds for others; financial planning and investment advisory services; institutional investment management services; investment planning services, namely, investment consultation and advice; providing investment and employee benefit programs, namely, employer-based retirement and benefit plan products and arranging deferred compensation for private, public and tax exempt employers and their employees; and offering individual retirement accounts for individual retirement
Class 036: Insurance underwriting and administration services, namely, life insurance, disability insurance, dental insurance, accident insurance, health insurance and critical illness insurance; financial services, namely, investment management of and distribution of annuities; financial and insurance services, namely, administration and management of annuity contracts and consultation in the field of developing annuity products for others; insurance services, namely, administration of vision insurance; financial consultation, namely, mutual fund advisory services; mutual fund investment; establishing mutual funds for others; financial planning and investment advisory services; institutional investment management services, investment planning services, namely, investment consultation and advice; financial and annuity underwriting services, namely, underwriting and administering retirement plans, annuities, mutual funds and defined contribution plans; and offering individual retirement accounts for individual retirement
Financial and insurance services, namely, underwriting and administration services of life insurance, disability insurance, dental insurance, accident insurance, critical illness insurance, and health insurance; annuity underwriting and administration services; annuity services, namely, account and investment administration; financial and insurance services, namely, administration and investment management of annuity contracts and financial consultation in the field of developing annuity products for others; insurance services, namely, administration of vision insurance; financial consultation, namely, mutual fund advisory services; mutual fund investment; establishing mutual funds for others; financial planning and investment advisory services; institutional investment management services; investment planning services, namely, investment consultation and advice; providing funds investment and administration of employee benefit plans concerning insurance and finance, namely, deferred compensation for private, public and tax exempt employers and their employees; individual retirement account services for individual retirement.; "FINANCIAL"
Class 036: Financial advisory and consultancy services for individuals and businesses, namely, the creation of personalized strategies to achieve financial independence; Providing financial services information and financial information; Class 041: Providing educational events, namely, live courses, coaching and seminars, virtual courses, coaching and seminars in the filed of financial independence and finances; providing online non-downloadable videos, and video and audio podcasts consisting of instruction, coaching and training to individuals and businesses for self development and improvement in emotional and practical aspects of handling day-to-day money decisions and wealth accumulation; Providing a web site featuring non-downloadable instructional, coaching and training videos for individuals and businesses for self development and improvement in emotional and practical aspects of handling day-to-day money decisions and wealth accumulation; Providing on-line courses of instruction in the field of self development and improvement in emotional and practical aspects of handling day-to-day money decisions and wealth accumulation via a website
[ Education an entertainment services, namely, providing on-line computer games; providing sports information by pre-recorded telephone messages or from a global computer network;] electronic publishing through a global computer network of [ books, magazines, ] newspapers and [manuals and] supplements therefor of others in the fields of finance and financial matters; [providing information and on-line computer databases in the fields of sports, entertainment, music, television, theater and education ]; [ Computer programs for use in database management; electronic publications, namely, books, magazines, newspapers, manuals, CD-roms and supplements therefor recorded on electronic, electromagnetic, optical and electro-optical data carriers featuring information and advice relating to news, politics, cultural affairs, careers, fashion, health, beauty, medical matters, sports, entertainment, education, food and drink, travel, hotel and accommodation reservation services, current affairs, financial matters, the web sites of others and the world wide web; CD-roms featuring music ]; [ Printed matter and printed publications, namely, books, magazines, newspapers, periodicals, brochures, manuals, and supplements therefor featuring information relating to news, politics, fashion, health, beauty, medical matters, sports, entertainment, education, food and drink, travel, hotel and accommodation reservations, current affairs, financial matters, the web sites of others, and the world wide web ]; [ Telecommunications gateway services; telecommunications services, namely, ISDN and personal communication services; electronic transmission of data;] providing multiple-user access to a global computer information network for the transfer and dissemination of a wide variety of information, websites and home pages of others; providing on-line electronic bulletin boards for the transmission of messages among computer users featuring news, politics, [ fashion, health, beauty, gardening, medical matters, sports, entertainment, education, food and drink, travel, hotels and temporary lodging, current affairs,] financial matters on a global computer network; Provision of information relating to insurance and financial services-- analysis evaluation, advice and information relating thereto;[ financial management services; financial advisory services; financial services relating to credit card services, investment schemes and accounts; bank cards, debit cards, check verification and check cashing, issuing and redemption of traveler's checks and travel vouchers and advisory services relating thereto; all the aforesaid information and services also provided on-line from a computer database or from a global computer network ]; Providing business information [and business directory agency services; trade information; ] providing statistical information; [ telephone directory information; foreign trade information and consultation; shoppers guide information services;] dissemination of advertising matters for others via an on-line electronic communications network; [ computerized on-line ordering services for the goods and services of others in the field of consumer goods and services;] advertising services, namely, providing advertising space on a computer database or a global computer network; business services, namely, providing business information, advice and consultation provided on-line from a computer database or a global computer network; compilation of advertisements for others for use as web pages on a global computer network; [ public relations services;] providing information and on-line computer databases in the field of career placement and business; "FINANCIAL"; Computer services, namely, providing databases featuring general and local news [ and information of specific interest to specific geographic areas; desktop publishing for others of books, magazines, newspapers, manuals and supplements therefor; ] computer services, namely, providing search engines for obtaining data on a global computer network;[ making of hotel and temporary lodging reservations for others; news agency services, namely, gathering and dissemination of news;] all the aforesaid services also provided on-line from a computer database or from a global computer network; providing information in the fields of politics, [ cultural affairs, fashion, health, beauty, gardening, medical matters, food and drink, cookery, hotels, hotel and accommodation reservations,] current affairs [ and science ]
Class 036: Financial portfolio management; investment services, namely, funds investment, fund investment consultation, investment management of and distribution of variable annuities, mutual fund investment; investment account services, namely, maintaining escrow accounts for investments; cash management account services; retirement fund investment services, namely, investment of funds for others; financial information and consultation in the nature of retirement planning, retirement plan design and support and retirement plan administration services; funds investment and consultation services in all asset classes; high-yield funds investment and consultation services; mutual funds and capital investment; retirement fund administration services, namely, plan design, administration, and record keeping; fixed income, equities, alternative investments, and derivatives fund management and consultation services
Class 036: underwriting, issuing and administration of life and health non-commercial reinsurance, namely, reinsurance agreements with insurance companies that have marketing agreements with applicant with respect to policies sold by applicant's affiliated individuals
Class 035: Management and operation of businesses of others in the field of insurance premium finance for insurances agencies, agency groups, and insurance companies and third parties in the field of insurance premium finance