FUTURE READY PLANNING

Owner

Goods & Services

Educational services, namely, providing online tutorial sessions in the field of financial wellness; providing a website featuring non-downloadable publications in the nature of booklets, magazines and articles and non-downloadable videos, all in the field of financial wellness

Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of life, health, disability, annuities, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement, employee benefits, and annuity plans and programs; retirement funds investment services; providing financial information in the field of retirement planning; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial planning services; reinsurance underwriting services; consulting and advisory services and financial management services in the field of retirement, employee benefits, and annuity plans and programs; financial services in the nature of financial planning and financial management services for achieving financial wellness by reaching business and personal financial goals

Providing online financial management and planning tools, namely, the temporary use of interactive, non-downloadable online software tools in the field of retirement, employee benefits, and annuity plans and programs to assist users in achieving financial wellness by reaching business and personal financial goals