[ computer software for use in developing personalized asset allocation programs ]

'alloc':9 'asset':8 'comput':1 'develop':6 'person':7 'program':10 'softwar':2 'use':4

instructional and teaching materials, namely specialized financial booklets, pamphlets, printed inserts and guidebooks and kits containing the referenced printed materials

'booklet':8 'contain':16 'financi':7 'guidebook':13 'insert':11 'instruct':1 'kit':15 'materi':4,20 'name':5 'pamphlet':9 'print':10,19 'referenc':18 'special':6 'teach':3

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