EMPLOYEE L.I.F.E. INSTITUTE

Owners

Goods & Services

Providing temporary use of non-downloadable software for assessment and tracking of financial planning priorities and data aggregation in employer sponsored retirement plans and outside investment accounts, including educational software in the field of financial planning; providing temporary use of non-downloadable software under individual access codes and passwords to financial planning software to model future financial goals.

Providing a website featuring financial planning information and featuring website links to financial planning seminar content developed internally and through other content providers in the field of financial planning; providing an administrative website available to third parties that allows a view on all financial counseling activity and modeling tool results for the purpose of client relationship management for a designated population.