computerized software worksheets for use by financial services representatives to discuss investment planning topics with clients; and prerecorded video cassettes and downloadable video recordings featuring instructional information to financial services representatives in a representative/client role-play presentation format

'cassett':20 'client':16 'computer':1 'discuss':11 'download':22 'featur':25 'financi':7,29 'format':39 'inform':27 'instruct':26 'invest':12 'plan':13 'play':37 'prerecord':18 'present':38 'record':24 'repres':9,31 'representative/client':34 'role':36 'role-play':35 'servic':8,30 'softwar':2 'topic':14 'use':5 'video':19,23 'worksheet':3

providing a web site on the global computer network with on-line information for financial services representatives to use in assisting their clients with investment planning

'assist':22 'client':24 'comput':8 'financi':16 'global':7 'inform':14 'invest':26 'line':13 'network':9 'on-lin':11 'plan':27 'provid':1 'repres':18 'servic':17 'site':4 'use':20 'web':3

printed guides and informational materials provided to financial services clients as an investment planning tool

'client':10 'financi':8 'guid':2 'inform':4 'invest':13 'materi':5 'plan':14 'print':1 'provid':6 'servic':9 'tool':15

H.D. VEST FINANCIAL CHECKUP SYSTEM

Owner

Goods & Services