Downloadable software in the nature of a mobile application featuring information in the fields of vehicle valuations, vehicle lending and financing information, and vehicle loan interest rates; downloadable software in the nature of a mobile application featuring information on financial institution vehicle lending services

Consultation services in the business management of financial advisory practices; providing a web site featuring information in the field of business management of financial advisory practices; consulting services, namely, consulting regarding business management skills for financial institution managers, namely, providing them with tools to enhance business management skills, including goal setting, sales action planning, staff communications, and skills for coaching, motivating, tracking performance and providing feedback to lending staff; Business consultation related to strategy, marketing, brand awareness and development, sales, operation, business processes, client acquisition and organizational structure in the field of investment advisory services; Consumer research; business services, namely, consumer research and consulting related thereto; business monitoring and consulting services, namely, tracking financial service and insurance industry trends and providing strategy and insight for the understanding and predicting of consumers, industry, and market trends and actions; consulting services, namely, providing financial institutions with consumer and industry information

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, mutual funds and other securities, and the investment of funds for others; Financial services-namely, providing lending program plans and underwriting credit life and disability insurance; Insurance and financial management services offered to financial institutions via multiple distribution channels such as direct mail campaigns, in-bound call centers, and the internet with marketing materials describing the insurance and financial products and services provided; Providing financial advisory and consulting services and programs, namely, analysis, advice, and recommendations on personal investment, products, retirement, and life-event planning for financial investment purposes; Financial administration of retirement plans and investment platforms; financial retirement plan consulting; Providing information in the field of finance, financial investments, financial valuations, and retirement planning; Providing a website containing financial and investment data, research, information and product recommendations, information, analysis and predictions in the field of financial service trends; providing an on-line knowledge repository for information relating to financial and investment data, research, product recommendations, analysis and predictions in the field of financial service trends; Financial services, namely, debt deferment or elimination upon occurrence of certain events to borrower such as unemployment, disability, and death whereby the lender may or may not elect to insure the related contractual risk; Life and disability underwriting services, and administration of mechanical breakdown insurance; providing on-line financial services, namely, the ability to access personal accounts, providing financial information via global computer network and internet, and providing on-line financial calculators; providing a web site featuring information in the field of fiduciary due diligence; providing a web site featuring information in the field of financial literacy; insurance and financial services, namely, providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal insurance and life event planning for financial investment purposes; providing on-line financial services for consumers, namely, the ability to purchase insurance via electronic means and use on-line financial calculators; life and disability insurance underwriting services; life, automobile, homeowner, health insurance brokerage services; financial administration of qualified and non-qualified retirement plans and investment platforms; financial retirement plan consulting; financial services, namely, providing financial advisory services and programs to advisors, employers and their employees, namely, analysis, advice, and recommendations on investment, products, retirement and life-event planning for financial investment purposes; providing online-financial services for advisors, employers and their employees, namely, providing an internet website portal featuring financial information relating to personal accounts, providing financial information via global computer network and internet, and providing on-line financial calculators; providing a web site featuring information in the field of fiduciary due diligence; providing a web site featuring information in the field of financial literacy; life and annuity insurance underwriting; providing on-line financial services for consumers, namely, the ability to access personal accounts, perform on-line trading in the field of stocks, obtain investment brokerage services and purchase of savings bonds and stocks, obtain financial information via electronic means and use on-line financial calculators; providing the issuance and management of stock certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates to consumers; providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal investment, products, retirement, and life-event planning for financial investment purposes; providing on-line financial services for consumers, namely, the ability to access personal accounts, perform on-line trading in the field of stocks, obtain investment brokerage services and purchase of savings bonds and stocks, obtain financial information via electronic means and use on-line financial calculators; Providing property and casualty insurance underwriting, insurance brokerage, insurance consultation and financial risk management solutions

Providing an online customer information service center, featuring video chat, text chat, click to call and email options, in the field of insurance and financial services

Training, namely, training of financial institution managers to provide them with tools to enhance business management skills, including goal setting, sales action planning, staff communications, and skills for coaching, motivating, tracking performance and providing feedback to lending staff; providing training to financial institution lending staff in the areas of selling strategies, personal selling skills and tools, knowledge of lending insurance products and services; Education services, namely, classes, workshops, non-downloadable webinars, in the field of fiduciary due diligence and financial advisor practice management, and distribution of course materials in connection therewith in printed and electronic format; education services, namely, classes, workshops, non-downloadable webinars in the field of financial literacy, and distribution of course materials in connection therewith in printed and electronic format; Educational services, namely, conducting personal, professional, business and organizational development seminars, workshops, conferences, lectures and tutorials including the distribution of course materials in connection therewith; personal, professional, business and organizational development training; life coaching services in the field of business development; business mentoring in the field of business development; professional coaching services in the field of business development

Computer services, namely, providing a website for financial institutions and their employees featuring an on-line community to participate in discussions, get feedback from their peers, and share content and data in the field of lending and credit insurance counseling; Providing temporary use of a web-based software application for advising on, quoting, issuing and customizing guaranteed asset protection, credit insurance, debt protection, mechanical repair coverage plans and policies; Providing a website featuring online non-downloadable computer software for use in viewing and analyzing data in the fields of personal finance, financial planning, annuities, and retirement planning; providing on-line, non-downloadable internet-based software applications for use in capturing and processing loan applications received from mobile devices