IA AMERICAN TRAINING INSTITUTE

Analysis of business data

General insurance services, also known as insurance services of individual and collective person, namely, underwriting, issuance, and administration of life insurance, disability insurance, health insurance and critical illness insurance, medical insurance, accident insurance, dental insurance, loan insurance, hospitalization insurance, home care insurance and travel insurance; mortgage insurance services, namely, issuing and administering mortgage insurance; credit insurance services, namely, financial guarantee and surety services; special risks insurance services, also known as international and national risk insurance services, builder's risk insurance services, credit risk insurance services in the nature of factoring agency services; Administration of workplace savings and retirement products in the nature of investment management in the field of retirement and savings plans, namely, registered retirement savings plans, nonregistered retirement savings plans, registered education savings plans, locked-in retirement accounts, retirement income registered funds, life income funds, annuities, fixed-term annuities; Financial advice and consultancy services regarding investment options, namely, guaranteed interest investments, secured stock-market investment, segregated funds, mutual funds, securities; Brokerage of mutual funds for third parties; Advisory services relating to loan services, namely, financial loan consultation in the field of investment loans, Registered Retirement Savings Plan lines of credit and Registered Education Savings Plans loans; administration of residential and commercial mortgage loans in the nature of arranging of loans for third parties; damage insurance administration services in the fields of car insurance, home insurance, liability insurance, travel insurance; Investment advice; Portfolio management of segregated funds and mutual funds; Securities brokerage; Additional trust services for life insurance and annuity services, namely, investment management, investment of funds for others, maintaining fiduciary deposit accounts for investments; Distribution, also known as underwriting of products for motor vehicles, namely, insurance underwriting in the fields of extended warranties, replacement insurance, credit insurance, appearance warranty products, anti-theft warranty coverage and roadside assistance warranty coverage; Financing of loans, namely, financing after-sales service of products for motor vehicles, also known as underwriting extended warranty contracts in the field of extended warranties, replacement insurance, credit insurance, appearance warranty products, anti-theft coverage and roadside assistance warranty coverage; administration of extended warranties and insurance policies for the motor vehicles of others; Management, administration and distribution of investment funds for others; Mortgage brokerage services; Insurance and financial services, namely, health and life insurance underwriting; insurance administration, brokerage and consultation; insurance claims administration and processing; financial information provided by electronic means; financial investments in the fields of real estate and securities; Insurance brokerage services, namely, service contract, guaranteed asset protection, and finance and insurance product issuance and administration; Insurance brokerage services, namely, contractual liability insurance for service contracts, guaranteed asset protection, and finance and insurance products issued to affiliate and non-affiliate administrator-obligors through wholly owned property and casualty insurer; and other related services offered to automotive dealers in the nature of equity mining