I

(Based on Intent to Use) Downloadable client data and relationship management software for use in managing health care data for clients, providing insurance and Medicare insurance quotes, digital distribution of healthcare information, enrolling clients into insurance and Medicare coverage, and for researching insurance and Medicare coverage options

(Based on Use in Commerce) providing business intelligence services to others in the development, marketing, and distribution of life, health, long-term care, final expense, and commercial insurance products and retirement products; providing insurance related lead generation services; outsource service provider, namely, operation of telephone call centers for others

(Based on Use in Commerce) Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; investment advisory services; outsource service provider in the field of insurance administration and financial planning including financial planning in the field of retirement

(Based on Use in Commerce) Providing temporary use of on-line non-downloadable computer software for use in managing health care data for clients, providing insurance and Medicare insurance quotes, digital distribution of healthcare information, and for enrolling clients into insurance and Medicare coverage, and for researching insurance and Medicare coverage options