EVERLY

Owner

Goods & Services

Downloadable mobile applications for accessing financial information, financial health and financial wellness tools and resources, to evaluate, monitor, manage and customize financial goals, financial data, financial products, and financial health and financial wellness goals and outcomes

Financial planning for retirement; Life insurance agency services; Financial services, namely, underwriting, issuance and administration of life insurance policies and annuities; Financial information and advisory services

Providing online, non-downloadable, Internet-based software, namely, a behavioral science and data-driven technology platform that enables users to access financial health and wellness tools and resources, to evaluate, monitor, manage and customize financial goals, financial data, financial products, and financial health and wellness goals and outcomes