CONNECTING FAITH & FINANCES FOR GOOD

Owners

Goods & Services

Print publications, namely, brochures, information sheets, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, tax planning, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, and health-related matters

Educational services, namely, seminars and workshops in the field of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, faith and family matters, health-related matters; providing course materials and assessment and planning tools in connection therewith

insurance, namely, underwriting services, in the field of life, medical, long-term care, disability; insurance brokerage services; insurance consultation services; issuance and administration of annuities; financial analysis, planning, consultation, and management services; retirement planning services; investment management and consultation services; mutual fund investment services; full-service banking services, debit and credit card services, and online banking services; mortgage lending services, commercial and consumer lending services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other individuals, organizations, institutions, communities, and church congregations; charitable foundation services, namely, providing fundraising activities, supplemental funding, scholarships and financial assistance for programs and services of others; securities distribution, brokerage, and investment services; securities underwriting services; trust company services and investment management services; professional fiduciary representative services