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Owners

Goods & Services

Educational services, namely, seminars, workshops, and non-downloadable webinars in the fields of financial planning and management, insurance planning and management, annuities planning and management, life and retirement planning and management, investment planning and management, mutual fund investments, estate planning, long-term care, charitable planning, fundraising, and faith and family matters, and the distribution of course materials in connection therewith

Insurance, namely, underwriting services, in the field of life, medical, long-term care, disability; insurance brokerage services; insurance consultation services; issuance and administration of annuities; financial analysis, planning, consultation, and management services; financial retirement planning services; investment management and consultation services; mutual fund investment services; charitable fundraising services and providing grants to other individuals, non-profit and charitable organizations, and church congregations; securities distribution, brokerage, and investment services; securities underwriting services; Providing educational information in the fields of life insurance, annuities, investing, retirement planning, personal finance, and charitable fundraising services; Providing a website featuring information in the fields of life insurance, annuities, investing, retirement planning, personal finance, and charitable financial giving; Providing advice in the fields of life insurance, annuities, investing, retirement planning, personal finance, and charitable financial giving; credit union services; Credit union services provided by mobile telephone connections; banking; online banking; mortgage banking; providing student loans; student loan services; Providing student loan information; Consumer lending services; Commercial lending services; ATM banking services; Trust services, namely, investment and trust company services

Charitable services, namely, organizing and conducting volunteer programs and community service projects; developing and coordinating volunteer programs and community service projects; charitable services, namely, organizing members of a fraternal benefit society to undertake projects to benefit the needy and the community; association services, namely, organizing sub-units of a fraternal benefit society and promoting the interests of members thereof; Providing a website featuring information in the field of coordinating the procurement and distribution of charitable volunteer services and charitable financial giving

Promotional clothing items, namely, shirts and hats