Customer relationship management; customer engagement services being customer services, namely, responding to customer inquiries for others in the fields of tax advantaged accounts, health benefits, healthcare savings and benefits, and financial wellness; providing consumer product and service information; providing consumer information relating to products and services in the fields of tax advantaged accounts, health benefits, healthcare savings and benefits, and financial wellness

'account':23,53 'advantag':22,52 'benefit':25,29,55,59 'consum':34,40 'custom':1,4,8,13 'engag':5 'field':19,49 'financi':31,61 'health':24,54 'healthcar':26,56 'inform':38,41 'inquiri':14 'manag':3 'name':10 'other':16 'product':35,44 'provid':33,39 'relat':42 'relationship':2 'respond':11 'save':27,57 'servic':6,9,37,46 'tax':21,51 'well':32,62

Providing financial information in the fields of tax advantaged accounts, health benefits, and healthcare savings and benefits; Financial advice if the fields of tax advantaged accounts, health benefits, and healthcare savings and benefits

'account':10,26 'advantag':9,25 'advic':19 'benefit':12,17,28,33 'field':6,22 'financi':2,18 'health':11,27 'healthcar':14,30 'inform':3 'provid':1 'save':15,31 'tax':8,24

ILLUMINATE

Owner

Goods & Services