GRANTAI

Owner

Goods & Services

Providing financial news and information in the field of annuities and life insurance via an artificial intelligence platform, namely, annuity product comparisons, illustrations of projected annuity values and payouts, and recommendations tailored to client profiles; Providing information in the field of financial planning, namely, in the areas of annuities, retirement planning, annuity product education, and sales support for life insurance agents and financial advisors

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by life insurance agents and financial professionals, namely, software that analyzes client information to research and compare annuity products, generate illustrations of projected annuity values and payouts, and deliver compliant product recommendations; Providing online non-downloadable virtual assistant software using artificial intelligence (AI) for answering the questions about annuities and educating users on annuity product features and creating sales presentations for annuities; providing online non-downloadable software that analyzes client information to research and compare annuity products, generate illustrations of projected annuity values and payouts, and deliver compliant product recommendations

Education services, namely, providing non-downloadable online educational content in the nature of non-downloadable articles in the fields of annuities, life insurance, and client communication via an artificial intelligence-powered chat, namely, explanations of annuity concepts, annuity product features, and guidance for client communication