HELPING YOU MAKE BETTER FINANCIAL DECISIONS

Owner

Goods & Services

real estate development services

educational services relating to financial matters, namely, providing courses, workshops, seminars and sales and marketing training in the financial field

computer programs for data storage and retrieval, for imaging, for printing and for calculating, relating to financial matters; prerecorded audio and video cassettes and discs relating to financial matters

periodical publications, namely, pamphlets, newsletters, journals and magazines, and informational manuals, informational brochures, binders and booklets containing information relating to financial matters

life and health insurance services, namely, underwriting and administration services; annuity services, namely, underwriting and administration services; reinsurance services, namely, underwriting and administration services; banking services; administration of employee pension plans and group and individual retirement plans and consultative services related to all such plans; savings account services; mutual fund investment services; management and leasing of real estate; mortgage lending services; asset investment and investment management services; financial planning services; and providing information via a global computer network website to life insurance agents and brokers to permit them to obtain and review industry information and news, forms, client data, and examples relating to insurance, pension or financial matters, and related information all concerning insurance, pension or financial matters

providing medical and health information to group health policy holders for use when travelling abroad

providing referrals to group health policy holders concerning foreign doctors and foreign medical facilities for use when travelling abroad; providing sales and marketing presentations, information and charts to life insurance agents and brokers via an on-line global computer network website