GRANTAI

Providing financial news and information in the field of annuities and insurance via an artificial intelligence platform, namely, product comparisons, illustrations, and recommendations tailored to client profiles; Providing information in the field of financial planning for insurance agents and financial advisors, namely, in the areas of annuities, retirement planning, product education, and sales support

Education services, namely, providing non-downloadable online educational content in the fields of annuities, insurance, and client communication via an artificial intelligence-powered chat, namely, explanations of annuity concepts, product features, and guidance for client communication

Software as a service (SAAS) services featuring software using artificial intelligence (AI) for use by insurance agents and financial professionals, namely, providing online non-downloadable software that analyzes client information to research and compare annuity products, generate illustrations, and deliver compliant product recommendations; Providing online non-downloadable virtual assistant software using artificial intelligence (AI) for answering the questions about annuities and educating users on product features and sales presentations