OVERCOMING ROADBLOCKS TO RETIREMENT

Owners

Goods & Services

Educational services, namely, conducting classes, seminars, conferences and workshops, through live, taped and/or global computer network channels, in the field of financial planning for retirement and distributing educational materials in connection therewith

Insurance and financial services, namely, insurance underwriting, administration, consultation and agency services in the fields of life, disability, long term care, and annuities; administration of employee benefit plans; administration of executive compensation and deferred compensation plans for others; administration of employee stock option plans, stock purchase plans and profit-sharing plans; administration of pension plans and defined-contribution retirement plans for others; administration of qualified and non-qualified retirement plans; consulting services regarding the investment of retirement plan distributions; mutual fund brokerage, distribution and investment services; portfolio asset management services; investment advisory and management services; financial planning services; estate planning services; financial research services; providing financial account information and general information about insurance, financial services and investments by electronic means

Newsletters and printed educational materials, namely, pamphlets, brochures and booklets in the field of financial planning for retirement