Business process outsourcing services for insurance companies, namely, registering, screening, and credentialing third-party contractors in the nature of insurance agents and broker-dealer representatives; receiving, sorting, and handling mail on life insurance policies and annuity contracts; billing payments for 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 and data processing in the field of life insurance policies and annuity contracts; preparing, storing, and managing business records for life insurance companies; operation of telephone call centers for others; customer service in the field of life insurance policies and annuity contracts; regulatory compliance services for life insurance companies, namely, data compiling in the field of life insurance and annuity contracts for use by life insurance companies to prepare reports to government agencies and industry associations

Insurance administration, namely, processing applications for new and replacement life insurance policies and annuity contracts; insurance administration, namely, issuing life insurance policies and annuity contracts for life insurance companies; insurance claims administration, namely, processing and paying claims in the field of life insurance policies and annuity contracts; insurance administration, namely, processing orders for the allocation or reallocation of variable annuity or variable universal life insurance policy assets among fund investment options; financial services, namely, calculating and paying commissions on sales of life insurance policies and annuity contracts for others; insurance underwriting services; data collection to support underwriting activities

Correspondence delivery by post, namely, mailing prospectuses, illustrations, statements of account, transaction confirmations, privacy policies, lapse notices, and tax reports in the field of life insurance policies and annuity contracts; correspondence delivery by post, namely, mailing sales and marketing materials for life insurance companies; physical and digital storage of marketing materials, transaction and administrative records, and other business-related information and data

Printing of prospectuses, illustrations, statements of account, transaction confirmations, privacy policies, lapse notices, and tax reports in the field of life insurance policies and annuity contracts; printing sales and marketing materials for life insurance companies

Data conversion of computer program data and information for insurance companies; 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