MAKING THE COMPLEX CONVENIENT

Prerecorded computer programs and user manuals sold as a unit to financial institutions for implementing, documenting and monitoring customer loans and deposit accounts, and interfacing with other computer systems of the user institution, computer programs sold to financial institutions for internal use in connection with recordkeeping of savings accounts, summaries of laws and regulations applying to lending institutions in compact disc form, and prerecorded video tapes pertaining to banking law and the education and training of bank directors, officers and employees

printed products and materials for financial institutions and organizations, namely, forms, agreements, contracts, signature cards, documents, promotional materials in the nature of drive-up envelopes, statement enclosures, paper lobby display signs, greeting cards, training and instructional manuals pertaining to the implementation and use of qualified retirement plans and tax shelter accounts, qualified retirement plans and tax video tapes sold as a unit for training bank personnel, periodical newsletters dealing with financial planning, children's saving club paper and printed items, namely, bookmarks, memo books, book covers, brochures, account signature cards, display cards, identification cards, certificates, dictionaries, envelopes, bank statement enclosures, savings account folders, posters, stickers and teller receipts, summaries of laws and regulations applying to lending institutions in printed form, periodical publications, namely, news letters pertaining to banking law and the education and training of bank directors, officers and employees, and printed products and materials for credit unions, namely, forms, newsletters, surveys, promotional brochures, statement enclosures and training, instructional manuals pertaining to the marketing of credit union services and periodical newsletters dealing with financial planning

advertising agency and marketing services, namely, promoting services of banks for mature adults through the preparation and distribution of printed materials, audio and visual promotional materials, and by rendering sales and promotional advice in connection therewith; mail order catalog and telephone order services featuring products dealing with compliance issues of financial institutions

financial consulting services in the field of qualified retirement plans

training others in implementing qualified retirement plans through training seminars, and distribution of pre-printed prototype qualified retirement plans in connection therewith