Financial services, namely, financial analysis, financial illustration and projections being financial planning, and financial evaluation of fixed income financial products; Providing financial recommendations being financial advice for fixed income financial products based on client financial profiles and retirement goals; Financial consultation services in the fields of suitability analysis and replacement advice for fixed income financial products; Financial analysis in the fields of comparison of fixed income financial products, fee structures, surrender charges, and benefit features; Financial services, namely, financial planning in the fields of database-driven selection of fixed income financial products and portfolio optimization, all provided for financial advisors, insurance professionals, and wealth management firms

'advic':26,51 'advisor':101 'analysi':5,48,58 'base':32 'benefit':74 'charg':72 'client':34 'comparison':63 'consult':41 'databas':86 'database-driven':85 'driven':87 'evalu':15 'featur':75 'fee':69 'field':45,61,83 'financi':1,4,6,11,14,19,22,25,30,35,40,55,57,67,76,79,92,100 'firm':107 'fix':17,28,53,65,90 'goal':39 'illustr':7 'incom':18,29,54,66,91 'insur':102 'manag':106 'name':3,78 'optim':96 'plan':12,80 'portfolio':95 'product':20,31,56,68,93 'profession':103 'profil':36 'project':9 'provid':21,98 'recommend':23 'replac':50 'retir':38 'select':88 'servic':2,42,77 'structur':70 'suitabl':47 'surrend':71 'wealth':105

SMARTANNUITY

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