SE2

Owners

Goods & Services

Correspondence delivery by post, namely, mailing prospectuses, illustrations, statements of account, transaction confirmations, privacy policies, lapse notices, and tax reports in the field of life insurance policies and annuity contracts; correspondence delivery by post, namely, mailing sales and marketing materials for life insurance companies

Printing of prospectuses, illustrations, statements of account, transaction confirmations, privacy policies, lapse notices, and tax reports in the field of life insurance policies and annuity contracts; printing sales and marketing materials for life insurance companies

Insurance administration, namely, processing applications for new and replacement life insurance policies and annuity contracts; insurance administration, namely, issuing life insurance policies and annuity contracts for life insurance companies; insurance claims administration, namely, processing and paying claims in the field of life insurance policies and annuity contracts; insurance administration, namely, processing orders for the allocation or reallocation of variable annuity or variable universal life insurance policy assets among fund investment options; financial services, namely, calculating and paying commissions on sales of life insurance policies and annuity contracts for others

Data conversion of computer program data and information for insurance companies

Business process outsourcing services for insurance companies, namely, registering, screening, and credentialing third-party contractors in the nature of insurance agents and broker-dealer representatives; receiving, sorting, and handling mail on life insurance policies and annuity contracts; billing payments for life insurance policies and annuity contracts; reconciliation of accounts on behalf of others, namely, reconciling payments against billings on life insurance policies and annuity contracts; digital copying and data processing in the field of life insurance policies and annuity contracts; preparing, storing, and managing business records for life insurance companies; operation of telephone call centers for others; customer service in the field of life insurance policies and annuity contracts; regulatory compliance services for life insurance companies, namely, data compiling in the field of life insurance and annuity contracts for use by life insurance companies to prepare reports to government agencies and industry associations