FORESTERS FINANCIAL

Owners

Goods & Services

Underwriting, distribution or brokerage of individual, group and third party life, disability, creditor, final expense, pre-need, universal life insurance, and accident and sickness insurance plans; protection plans, and variable annuities; underwriting securities; securities brokerage services; investment advisory services; management and distribution of mutual funds for others; distribution of mutual funds through broker-dealer subsidiaries; financial services, namely, investment and distribution of segregated funds; providing financial needs analysis; administering employee pension plans and contractual investment plans; charitable fund raising; charitable fund raising drives to raise funds for causes that support families; administration of fraternal membership benefit plans to fraternity members; providing educational scholarships

Association services, namely, promoting awareness of the need for charity for the undertaking of civil, social and humanitarian projects

Periodical publications, namely, books, manuals, brochures, booklets, periodicals, newsletters and magazines pertaining to charitable activities, insurance, financial and regulatory matters and recognition of members who do charitable work

Retirement home services