SMART SOLUTIONS FOR BUILDING BETTER PORTFOLIOS

Printed materials, namely, booklets, leaflets, brochures and pamphlets featuring information and advice on retirement, financial management, life organization and life events

Financial information and advisory services; financial information and advisory services regarding retirement, investments, financial planning, financial management, insurance, life organization and life events; capital investment services; financial services, namely, investment management, asset management, investment advice, investment consultation, financial research, banking; Investment management of and distribution of variable annuities; Fund investment services, namely, fund investment consultation, exchange traded fund investment, mutual fund investment; Providing financial and investment services via the Internet, namely, fund investment consultation, exchange traded fund investment, mutual fund investment, investment management, asset management, investment advice, investment consultation, financial research, banking, investment management of and distribution of variable annuities and financial planning services, namely, retirement plans, college savings plans and charitable giving programs; Financial services, namely, developing and providing financial indexes for tracking the performance of stock, stock funds, futures, options, annuities, and other securities