THAT'S FINANCIAL WELLNESS

Owners

Goods & Services

Insurance and financial services, namely, insurance underwriting, distribution, administration, and agency services in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, manufacture, distribution, marketing, sale and administration of annuities; financial services, namely, manufacture, distribution, marketing, sale, and administration of mutual funds, bank trust funds, private funds and other pooled investment vehicles; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others; administration and recordkeeping of employee pension and retirement plans, employer benefit management plans, namely, employee welfare benefit plans concerning insurance and finance, and absence management arrangements, and pension risk transfer and reinsurance services; capital investment consultation services; investment brokerage services, namely, private and public sales of loans and loan portfolios; securities brokerage and lending services; financial portfolio asset management services; investment advisory and management services; financial planning and financial retirement planning services; financial information provided by electronic means; financial research services; loan financing services, namely, loan origination, lending and management in the field of commercial loans; mortgage financing services, namely, mortgage origination, lending and servicing in the fields of commercial and multi-family housing mortgage loans; real estate brokerage, leasing and management services; and real estate investment services

Education services, namely, conducting seminars, webinars, presentations and conferences in the fields of finance and investing; educational services, namely, provided non-downloadable webinars and non-downloadable instructional videos in the fields of finance and investing and financial services; providing online non-downloadable articles, reports, research reports, newsletters, infographics, podcasts, journals and blogs in the fields of finance and investing and financial services