RETURN ON WELLNESS

Owners

Goods & Services

Online publication of articles, newsletters, infographics, presentations, online journals, whitepapers, and blogs in the field of financial wellness that may inform retirement plan design

Providing online, non-downloadable software for researching, selecting, accessing and generating information regarding an overall approach to making sound short- and long-term financial decisions regarding group and individual benefits in the nature of life insurance, disability insurance, welfare benefits, retirement planning, retirement savings, and retirement income; providing online, non-downloadable software that will assist users in determining advancement or recession of financial wellness of individuals on a personal level, and the advancement or recession of financial savings and employee productivity of entities on a retirement plan, employer, or organizational level; providing online, non-downloadable software for researching, selecting, accessing and generating information regarding retirement income planning services, financial planning for group and individual customers, and financial counseling and planning in the field of life and disability insurance, retirement income, and welfare benefits

Consulting services, namely, the provision of advisory services in the field of financial wellness information; providing financial wellness information for the purpose of informing retirement plan design; financial research in the field of financial wellness that may inform retirement plan design; financial data analysis for the purpose of informing retirement plan design; providing financial advice and guidance for the purpose of informing retirement plan design

Preparation of reports relating to finance and investments in the field of corporate retirement plan design

Providing online, downloadable software for mobile devices for researching, selecting, accessing and generating information regarding an overall approach to making sound short- and long-term financial decisions regarding group and individual benefits in the nature of life insurance, disability insurance, welfare benefits, retirement planning, retirement savings, and retirement income; providing online, downloadable software for mobile devices that will assist users in determining advancement or recession of financial wellness of individuals on a personal level, and the advancement or recession of financial savings and employee productivity of entities on a retirement plan, employer, or organizational level; providing online, downloadable software for mobile devices for researching, selecting, accessing and generating information regarding retirement income planning services, financial planning for group and individual customers, and financial counseling and planning in the field of life and disability insurance, retirement income, and welfare benefits