HELPING YOU THRIVE. HELPING OTHERS THRIVE. Trademark

Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters, offered through workshops, seminars and videotapes

Print publications, namely, brochures, information sheets, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the field of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters; promotional printed and stationery items, namely, pens, pencils, high-lighting markers, letter openers, paperweights, note pads, note cards, post cards, decals and stickers, appointment books, desk pads, calendars, road atlases, paper napkins, paper coasters, coloring books, crayons

Insurance underwriting in the field of life, medical, long-term care, disability and annuities; insurance brokerage services; financial analysis and consultation services; insurance consultation services; investment management and consultation services; mutual fund investment services; banking services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other organizations, institutions, communities, and church congregations