WHERE MONEY MEANS MORE

Owners

Goods & Services

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 for intellectual, educational, charitable, benevolent, moral, fraternal, patriotic and religious activities; 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, charitable fundraising services, banking, and charitable financial giving; Providing advice in the fields of life insurance, annuities, investing, retirement planning, personal finance, and charitable fundraising services; banking; online banking; financing of loans; mortgage banking; Providing a website featuring information in the field of coordinating the procurement and distribution of charitable financial giving

Charitable services, namely, organizing and conducting volunteer programs and community service projects for charitable organizations; developing and coordinating volunteer programs and community service projects for charitable organizations; charitable services, namely, organizing members of a fraternal benefit society to undertake community service 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

Educational services, namely, classes, seminars, workshops, non-downloadable webinars, and in-formal on-line programs in the field of financial planning and management, life and retirement planning and management, investment planning and management, personal and household budget planning and management, estate planning, long-term care, charitable planning, faith and family matters, health-related matters and the distribution of course materials in connection therewith