online platform for managing retirement accounts, managing investments and insurance policies, accessing marketing materials and educational offerings, connecting with a financial advisor and sales support, accessing financial planning services, and accessing educational services in the nature of financial planning and strategies; online financial retirement planning services; and online financial and investment consulting, management, and brokerage services; financial retirement planning services; financial services; computer application for managing retirement accounts, managing finances and insurance policies, accessing marketing materials, sales support, customer service, and educational offerings

Platform as a service (PAAS) featuring computer software platforms for financial centers and advisors to manage retirement accounts, and for managing investments and insurance policies, for accessing marketing materials and educational offerings, for connecting with a financial advisor and sales support, for accessing financial planning services, and for accessing educational materials in the field of financial planning and strategies; Providing temporary use of online non-downloadable computer application software for managing retirement accounts, for managing finances and insurance policies, for accessing marketing materials, for accessing sales support, for accessing customer service, and for accessing educational offerings in the field of financial planning and strategies