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Financial planning for retirement; financial retirement planning services; administration of employee retirement plans; administration of retirement and investment plans, annuity and mutual fund investments; administration of employee welfare benefit plans concerning insurance and finance; providing financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; financial administration of retirement plans, employer benefit management plans, employee pension plans, absence management arrangements, and pension risk transfer and reinsurance services; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and financial administration of employee pension and retirement plans; financial administration of employee pension plans; financial management in the field of employee pension funds, retirement plans, and investment portfolios; financial administration of retirement and pension plans, defined contribution plans, defined benefit plans, money purchase plans, and fund investment services; providing a retirement readiness evaluation, namely, providing financial information to prepare individuals for retirement and post-retirement financial needs; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others; retirement services, namely, investment, planning and administering retirement plans; retirement services for plan participants in the nature of providing engagement programs, namely, advising plan participants to engage in saving and planning for retirement and financial wellness, providing investment advice, financial planning, and asset allocation services, namely, financial asset management; financial services, namely, providing retirement services in the nature of financial planning for retirement, financial administration of retirement plans, financial retirement plan consulting services, advice on finance during retirement; financial retirement services, namely, financial retirement plan consulting and advisory services, investment management services for managed account platforms, collective investment trusts, and mutual funds; insurance and financial services, namely, financial investment in the field of retirement plans and defined contribution plans, and administration of retirement plans and defined contribution plans; group and individual benefits administration and enrollment services for employers and other group customers, employees and other covered persons relating to group and individual benefits coverages, namely, life insurance, disability insurance, welfare benefits concerning insurance and finance and retirement income; investment management services in the field of retirement; administration of transactions involving mutual funds, bank trust funds, private equity funds and other pooled investment vehicles; administration services in connection with selection and supervision of investment managers handling investments on behalf of customers; annuities brokerage services; annuity contract services, namely, issuance and administration of annuities offering pension risk transfer services associated with qualified and non-qualified employee benefit plans; annuity services, namely, issuance, administering, and distributing annuities; investment management of and distribution of annuities; underwriting and administration of annuities; underwriting and investment management of annuities and defined contribution plans; financial services, namely, investment advisory services, underwriting and investment management of annuities and defined contribution plans; financial services, namely, the underwriting of fixed indexed annuities to be used to fund payments under structured settlements; insurance and financial services, namely, issuance and administration of annuities, distribution of annuities, monitoring financial markets for investment purposes; financial asset management; financial services, namely asset management services; financial asset management services, namely, financial asset and investment management services, providing financial investment advice in the nature of making investment decisions for others, origination, acquisition, lending and servicing of mortgage loans and other commercial loans, financial administration of mortgage loans and other commercial loans, brokerage of mortgage loans, investment of funds of others, and investment advisory services; mortgage lending, namely, mortgage lending services, commercial lending, real estate mortgage lending, commercial and real estate loan servicing, maintaining real estate mortgage escrow accounts, and financial administration of mortgage loans and other commercial loans; asset management services; banking services; investment banking services; business brokerage services and related consulting pertaining to business sales; investment advice; investment consultation; investment advisory services; financial investment management services; investment fund management services; financial investment services in the nature of asset and investment acquisition; financial services, namely, investment and asset management services; financial and investment services, namely, management of the taxable investment funds of others; factor tilt investment services, namely, investment of the funds of others utilizing factor investing strategies that targeting specific drivers of return across asset classes like growth, value, and/or momentum, to better express an investor's investment outlook and potentially increase returns while meeting the applicable strategy objective; financial investment brokerage services, namely, the arrangement and provision of private and public sales of loans and loan portfolios; financial investment services, namely, offering a series of collateralized loan obligation (CLO) securities; financial investment services, namely, administering the issuance, underwriting, collateral management and distribution of a series of collateralized loan obligations (CLO) securities; financial investment in the field of Guaranteed Investment Contracts (GICs), immediate or deferred annuities or funding agreement contracts; exchange traded fund investment, management and distribution services; investment of funds for others; investment account management services; investment analysis and research services; investment services, namely, management and brokerage in the fields of stocks, bonds, options,, futures and other securities, and the investment of funds of others; collateralized loan obligation (CLO) securitization services; derivatives trading services; electronic financial trading services; estate planning services; fiduciary representative services; financial advisory and consultancy services; financial advisory services for farm property owners; financial clearing house services; financial evaluation for insurance purposes; financial information and evaluations; financial portfolio analysis services; financial portfolio management services; financial research services; financial and real estate research services; financial planning services; financial risk assessment services regarding mortality, health and wellness, health care, and long term care for insurance purposes; providing financial risk assessment regarding mortality for insurance purposes; life insurance brokerage; life insurance services, namely, underwriting, issuing, and administration of life insurance; life insurance underwriting; life insurance underwriting, administration and brokerage services; financial risk management consulting services, namely, providing consulting services to businesses to analyze mortality and longevity risks in the field of life insurance; financial risk management consulting services, namely, providing consulting services to businesses to analyze health and mortality risks in the field of life insurance; financial risk management consulting services, namely, providing financial consulting services to businesses to analyze health and mortality risks and health care and long term care costs in the field of life insurance; financial and insurance services, namely, insurance consulting in the fields of financial wellness, life insurance, health insurance, and property and casualty insurance; consultancy services in the fields of life insurance and mortality risk; providing health and mortality risk assessment and evaluation services in the field of life insurance for use in financial planning, asset management, health and wellness; financial services, namely, issuance and administration of stop-loss insurance for employer-sponsored retiree medical benefit plans with related risk transfer services associated with retiree benefit plans; financial services, namely providing secured and unsecured loans; financing services, namely, commercial lending services and financial management in the field of commercial loans; home equity loans; loan financing services; loan and financing services, namely, loan origination services, commercial lending services, and financial management in the field of commercial loans; investment brokerage services, namely, private and public sales of loans and loan portfolios; financing services; financial services, namely, development, distribution and administration of mutual funds, bank trust funds, private funds and other pooled investment vehicles; financial valuation of assets and securities for others; financial transaction services involving cryptocurrency, non-fungible tokens (NFTs), and blockchain technology, namely, providing secure commercial transactions and payment options featuring cryptocurrency, non-fungible tokens (NFTs) and blockchain technology, clearing and reconciling financial transactions involving cryptocurrency, non-fungible tokens (NFTs) and blockchain technology via a global computer network, cryptocurrency exchange services featuring blockchain technology, cryptocurrency exchange services, blockchain-based payment verification services; group benefits insurance and financial products and services, namely, underwriting, administering, and brokering of disability insurance; group benefits administration and enrollment services for employers and employees relating to employee voluntary health and life insurance, welfare benefits, annuities, and other financial products and services, namely, financial evaluation of insurance policies; group disability claim management; insurance and financial services, namely, administration, consultation and agency services for group disability insurance; insurance underwriting consultation; insurance services, namely, insurance underwriting, administration, and agency services for all types of insurance; insurance and financial services, namely, insurance underwriting, distribution of annuities, insurance administration, and insurance agency and brokerage services all in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; 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, insurance underwriting, administration and agency services in the fields of life, property and casualty, disability, long term care, and annuities; insurance and financial services, namely, underwriting, issuance, management, and administration for group insurance benefits, namely, group disability insurance, group insurance benefit plans for leaves of absence, group life insurance, group critical illness insurance, and group workers' compensation insurance; insurance underwriting, administration and agency services in the fields of life, long term care, health, property and casualty, and disability insurance; underwriting, brokerage and administration of life, health, property and casualty insurance, annuities and pensions; underwriting of defined contribution plans; underwriting income risks arising from outliving one's assets; underwriting, recordkeeping and administering of annuities, defined contribution and defined benefit plans; underwriting services in the field of life insurance and investment portfolios, namely, variable life insurance underwriting; underwriting, brokerage and administration of life, health, property and casualty insurance, annuities and pensions; underwriting, issuing, and administration of life insurance contracts as funding mechanisms to finance nonqualified benefit plans; providing insurance information; insurance consultation; insurance brokerage services; insurance risk management; insurance consulting services; insurance consulting providing predictive modeling of insurance coverage needs; insurance consulting in the nature of providing predictive modeling of insurance coverage needs; insurance and investment product development services, namely, custom designing of life insurance contracts, investments accounts and reports for customers; independent administrative services of the type performed in the normal conduct of insurance or annuity operations, namely, consultative, actuarial and claims services; investment brokerage services; managed account services being investment management; management of financial assets, namely, mutual funds, variable annuities and guaranteed investment contracts for others; mezzanine debt financing services; mortgage banking services, namely, origination, acquisition, lending, servicing, securitization and brokerage of mortgage loans; mortgage financing services, namely, mortgage origination, consumer lending services, and servicing of mortgage loans in the fields of commercial and multi-family housing mortgage loans; mortgage and home equity lending services; mortgage financing services; mortgage and home equity lending services; mortgage financing services; residential and commercial mortgage services for lenders, investors and their agents, namely, monitoring compliance with loan documents, authorization of disbursement of funds for capital improvements, tracking of loan payments, compiling data and transmitting reports to investors and note owners, and ensuring payment of taxes and insurance premiums; secondary mortgage market services, namely, purchasing and selling mortgage loans, interest in mortgage loans and real estate-backed and mortgage-backed securities for others; mutual fund investment, distribution, brokerage, planning, advisory, analysis, development, and capital investment services; brokerage and administration of mutual funds; establishing mutual funds for others; mutual fund services, namely, establishing mutual funds for others, mutual fund distribution and mutual fund investment; online insurance services, namely, tracking the status of insurance applications; payment management, namely, bill payment services provided through a website; private and public equity and debt investment services; private and public sales of loans and loan portfolios; private placement financing services; providing financial information; providing insurance information; providing automated and customized personal financial, investment management, and investment advisory services, namely, management of securities portfolios by providing personal financial investment accounts and monitoring financial and investment account transactions and account balances; providing financial investment valuations, information, analysis, research and recommendations; providing financial asset allocation; providing financial asset allocation customized to an individual's risk tolerance; financial information provided by electronic means; providing financial account and investment information by means of a global computer network; providing financial information in the fields of decentralized finance (DeFi), digital currency, virtual currency, cryptocurrency, digital and blockchain asset, digitized asset, digital token, crypto tokens, non-fungible tokens, and utility tokens; providing financial modeling in the nature of financial analysis; providing an online computer database in the field of insurance and financial information; providing online information in the fields of investments, retirement investment, finance, and insurance; providing insurance information via the internet; providing financial, insurance, financial investment, and real estate information and research by electronic means; providing individually managed investment account services; providing information regarding policy rates for all types of insurance and electronic processing of insurance claims and payment data over a web-based computer network; providing insurance premium quotes via on-line, telephone, and mail means for life, health, and property and casualty insurance plans; purchase and sale of financial assets and securities for others; real estate investment services; financial investment in the fields of real estate and real assets; consulting services regarding real estate investment and other real assets; real estate management services; managing real estate investments on behalf of third-party investors; providing information in the field of real estate and real assets; real assets investment services; securities and commodities, namely, private and public brokerage of loans and loan portfolios; securities brokerage and lending services; trust administration and management services; unit investment trust brokerage, distribution and investment services; providing venture capital, development capital, private equity and investment funding; venture capital advisory services; venture capital fund management; venture capital services, namely, providing financing to emerging and start-up companies.

Providing online non-downloadable articles, newsletters, reports, journals, infographics, research reports, whitepapers, brochures, and pamphlets in the field of financial investments; business training services, namely, providing sales approaches and sales techniques in the field of insurance and financial services, targeted to financial professionals; educational and entertainment services, namely, providing podcasts relating to financial services and financial market and economic commentary, namely, asset management, investing, financial planning, retirement planning, and financial and investment advice; entertainment and educational services, namely, narrative storytelling on a variety of topics, namely, life, death, love, personal challenges, and financial services, namely, insurance, investing, financial planning, retirement planning, and financial and investment advice; education services, namely, providing a website featuring non-downloadable videos, non-downloadable articles, non-downloadable podcasts, and blogs, all of the foregoing in the field of finance and investing for individuals and families; educational services, namely, providing classes in the field of mental health; educational services, namely, providing online courses via non-downloadable software in the fields of healthy aging, medication management, nutrition, exercise and social connections; education services, namely, providing online cognitive assessments that help identify cognitive strengths and weaknesses of an individual; education services, namely, the provision of information relating to topics of general interest in the nature of non-downloadable articles, reports, newsletters, infographics, all in the fields of personal financial management and general human interest; educational services, namely, conducting conferences, seminars, workshops, classes, programs, and courses in the fields of personal financial management and general human interest; educational services, namely, seminars, conferences, and workshops, in the fields of insurance services and financial services; medical training and teaching; online educational services, namely, conducting seminars in the field of insurance; providing general fitness facilities that require memberships and are focused in the fields of general fitness and exercise; providing an on-line computer database featuring information regarding the use of wearable activity trackers, exercise sensors, and monitors in exercise and fitness; education and entertainment services, namely, production or co-production of arena sports and entertainment events, concerts, conventions for educational, entertainment, cultural, and business purposes, and exhibitions for educational, entertainment, cultural, and business purposes, all for public exhibition, viewing and for radio, television, cable television and internet broadcast; entertainment and education services, namely, providing on-line, non-downloadable virtual insurance and financial services for use in the metaverse, virtual environments, and other virtual worlds created for entertainment and education purposes.

Product development; product development consultation; new product design and new product design consultation services; consultation in the field of health risk assessment, namely, prediction and assessment of health risks to individuals; software as a service (saas) services featuring software for health and mortality risk analysis in the field of life insurance for use in financial planning, asset management, health and wellness; providing a website featuring technology enabling users the ability to view and modify information regarding their life insurance policies and financial investments, namely, information concerning their rationale for purchasing their life insurance policies and investments, the performance of their life insurance policies and financial investments, and the projected financial impact of potential changes in their behavior or changes to their life insurance policies and investments; providing temporary use of on-line non-downloadable software for retirement planning; providing temporary use of online non-downloadable software analyzing, assessing, and providing recommendations relating to insurance coverage and insurance policies for use in financial planning, asset management, health and wellness; providing online, non-downloadable software for use in employee benefits administration, human resources management, employment records administration, and insurance administration; providing online non-downloadable software enabling users to enter, access, track, monitor, and share health and medical information; providing online non-downloadable software that analyzes user health and medical information; providing online non-downloadable software that provides users personalized longevity and mortality risk analyses; providing online non-downloadable software for assessing and analyzing risk in the field of insurance, health and wellness, health care, long term care, and mortality; providing online non-downloadable software for analyzing, assessing, and providing recommendations based on user data for use in financial planning, asset management, health and wellness, insurance, health care, and long term care; providing online non-downloadable software for scoring risk in the field of health and wellness, health care, long term care, and mortality; providing online non-downloadable software for assessing and tracking personal information, medical information, wellness information, life insurance policy and underwriting information, and life insurance benefits and claims; providing on-line, non-downloadable, interactive software to assist financial advisors in the fields of life insurance, annuities and investments with client lead management, relationship management, and portfolio management by providing information related to performance reporting, planning, data aggregation and business intelligence; providing temporary use of online non-downloadable software for modeling, reporting, scoring, managing, and assessing data in the fields of life insurance and mortality risk for use in financial planning, asset management, health and wellness; providing temporary use of online non-downloadable software for assessing and tracking personal information, medical information, wellness information, life insurance policy and underwriting information, for use in financial planning, asset management, health and wellness; providing temporary use of non-downloadable software for web-based document management and checklist management; design and development of software; research and development of computer technology; research and development of new products; research and development in the field of real assets and real assets technology; development and implementation of technology solutions for the purpose of enabling technological changes and advancements in the real estate and real assets industries; research and development in the field of real estate and real estate technology; providing research and development services for others in the real estate and real assets industries; computer services, namely, providing online, non-downloadable software that provides users the ability to obtain a personalized, holistic financial wellness plan and financial information in the fields of retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, and retirement plans; computer services, namely, online, non-downloadable software for insurance claims management and administration; document management, namely, online, non-downloadable software for document management of loans; providing online non-downloadable software; providing temporary use of online non-downloadable software; software as a service (saas) services.

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