VIA MANAGEMENT SOLUTIONS

Business services, namely, registering, screening, and verifying the credentials of third-party insurance and broker-dealer representative contractors for insurance companies; receiving, sorting, and handling mail on life insurance policies and annuity contracts; reconciliation of accounts on behalf of others, namely, reconciling payments against billings on life insurance policies and annuity contracts; digital copying of documents and data processing services in the field of life insurance policies and annuity contracts; business records management, namely preparing, storing, and managing business records for life insurance companies; operation of telephone call centers for others; customer services, namely, responding to customer inquiries for others in the field of life insurance policies and annuity contracts; Financial record-keeping for regulatory compliance of life insurance companies by compiling data to prepare reports to government agencies and industry associations; data collection in the field of insurance to support underwriting activities

Data conversion of computer program data and information for insurance companies other than physical conversion; software as a service (SaaS) services, namely, hosting software for use by insurance companies for administration of life insurance and annuities products; providing online non-downloadable software for providing retirement plan and account information to retirement plan providers, administrators and third party administrators of retirement savings plans; providing online non-downloadable software for retirement plan providers, administrators and third party administrators of retirement savings plans to enable them to determine whether contributions to plans are within the limits of the plans and regulations, to prepare and view business reports and audit reports on participants, and to view and enter data for participant's retirement accounts; electronic storage of digital files in the nature of marketing materials, transaction and administrative records, and other business-related information