RADVISORS

Owner

Goods & Services

Design and development of computer software for the insurance and financial services industry; Software as a service (SAAS) services featuring software for insurance producer compensation and commission management, agent recruitment and onboarding, insurance policy tracking, annuity product analysis and comparison, retirement income projection, financial product recommendation, and portfolio analysis; Providing on-line non-downloadable software for analyzing annuity products, calculating retirement income scenarios, evaluating longevity risk, and comparing annuity and insurance products; Design and development of computer software for insurance policy management, commission tracking, and annuity product analysis; Providing online non-downloadable computer software platforms for insurance producer management, commission tracking, insurance policy management, and annuity product analysis

Annuity services, namely, account and investment administration; Annuity underwriting; Financial planning consultation; Financial planning and investment advisory services; Financial administration of retirement plans; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Insurance agency and brokerage; Insurance brokerage services; Insurance information and consultancy; Investment management of and distribution of annuities; Issuance and administration of annuities; On-line financial planning services