BRIGHTER FINANCIAL BLUEPRINT

Owners

Goods & Services

Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Administration of employee benefit plans concerning life, disability, health, LTC; Promotion of financial and insurance services, on behalf of third parties; Providing insurance agent referrals

Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial administration of income plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of income planning for retirement; Financial retirement plan consulting services; Insurance administration in the field of life, disability, health, LTC; Insurance administration of prescription drug benefit plans; Insurance agencies in the field of life, disability, health, LTC; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance claims processing; Insurance claims processing in the field of life, disability, health, LTC claims; Insurance services, namely, underwriting, issuance and administration of life, disability, health, LTC insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Health insurance underwriting; Life insurance brokerage; Life insurance underwriting; On-line financial planning services