STEP UP

Owners

Goods & Services

Insurance actuarial services; insurance administration; [ administration of employee benefit plans and pension plans; administration of prepaid healthcare plans; financial analysis and consultation; ] annuity underwriting; insurance brokerage;[ investment brokerage; mutual fund brokerage; security brokerage; stock brokerage; capital investment consultation; ] claims adjustment in field of insurance; insurance claims administration; insurance claims processing; [ fund investment consultation; ] insurance consultation; electronic processing of insurance claims and payment data; [ financial planning and portfolio management; ] underwriting insurance for prepaid healthcare; [ organizing prepaid healthcare plans; ] life insurance underwriting; medical insurance underwriting [ ;investment management; investment of funds for others; financial services in nature of investment security; mutual fund distribution; re-insurance underwriting; automated securities brokerage; banking services, namely, automated teller machine services; providing bank account information by telephone; savings bank services; banking; mortgage banking; business brokerage; commodity brokerage; investment brokerage; mortgage brokerage; mutual fund brokerage; security brokerage; stock brokerage; brokerage houses in the field of stocks, commodities, and futures; capital investment consultation; cash management; cash replacement rendered by credit card; check cashing; check issuance; check processing; check verification; credit inquiry and consultation; cooperative credit organizations; credit agencies; evaluation of credit bureau data; credit bureaus; credit card services; credit card verification; credit inquiry and consultation; currency exchange and advice; debit card services; electronic fund transfer; electronic payment, namely, electronic processing and transmission of bill payment data; estate trust management; fiscal assessment evaluation; exchange; financial exchange; financial forecasting; financial guarantee and surety; financial information in the nature of rates of exchange; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial services in the nature of an investment security; financial valuation of personal property and real estate; lease purchase financing; loan financing; financing services; financial guarantee and surety; security services, namely, guaranteeing loans; home equity loans; installment loans; investment of funds for others; mortgage lending; loan financing; home equity loans; installment loans; investment management; real estate management; money order services; mortgaging of securities for others; safety deposit box services ]

[ Business acquisition and merger consultations; cost management for the healthcare benefit plans of others ]

[ Educational services, namely, arranging and conducting educational conferences; entertainment services in the nature of automobile races; development and dissemination of educational materials in the fields of insurance, annuities, banking, investments for others; educational services, namely, conducting classes; seminars; conferences and workshops in field of insurance, annuities, investments and banking; entertainment in nature of golf tournaments ]