Serial #77663362 Trademark

[ Educational services, namely, providing seminars and workshops in the areas of cash management, risk management, investments, tax strategies, retirement planning and estate planning, conducting financial planning seminars for a general audience on a variety of topics, namely, 401(K) retirement plans, 403(B) retirement plans, advanced investment principals, annuities, asset allocation, charitable giving, college funding, employment transitions, estate conversion, financial management, investment management, long-term care, mutual funds, retirement, retirement investment strategies, retire plan distributions, and tax strategies and distributing course material herewith; educational services in the nature of regulatory and compliance training for the financial, insurance and brokerage industries; educational services, namely, providing group workshops and one-on-one personal coaching sessions to business owners addressing business financial management issues, and distributing course materials in connection therewith ]

Computer software for accounting, reporting, processing and management of reinsurance contracts and claims and related user's manuals, sold as a unit; computer software to enable insurance companies to manage claims for their lifecycle, namely, notice of loss through salvage, subrogation, and litigation; computer software to track policy holder information in the insurance field for use by the insurance industry to provide information about insurance policies and policy holders and their relationship with an insurance company; computer software and programs for personal lines insurance brokers, agents and for the insurance industry to facilitate policy entry and quotation, policy rating and underwriting, policy issue and endorsement, policy illustration, policy cancellation and renewal, claims administration and assignment, claims reserve management, billing, collections, payments, accounting and general ledger, annual statement processing and reporting, management reporting and business intelligence, document print and display, customer relationship management, reinsurance contract management, cession, and assumption, agency operations management and comparative rating, agent registration, licensing, and education, agent portal management, and payer to provider integration, electric funds transfer, preparation of billing notices, management of medical claims and workers compensation claims, billing, and payment processing, check printing, management of payment, billing, due date, collections, and claims processing for financial accounting reporting requirements; computer software for use by insurance companies for use in automating business processes, namely, life insurance underwriting processes; computer software for use in the insurance field, namely, systems automation to assist insurance professionals provide rapid, accurate and efficient insurance services to their customers; computer software for insurance administration, namely, billing, claims administration, underwriting, and management of insurance policies and applications; computer software to facilitate the marketing of life insurance in the insurance field; [ computer software to assist with compliance with state unclaimed property reporting requirements; ] computer software for insurance companies, state workers compensation insurance funds, and third party administrators for use in managing and administrating workers compensation insurance policies, billing, and claims; computer software to facilitate the electronic submission of bills

[ Workbooks, brochures, newsletters and off-the-shelf printed seminar notes in the field of financial strategies and retirement planning for investors, pre-retirees, older individuals, and other individuals; workbooks, brochures, newsletters and off-the-shelf printed seminar notes directed to investors on the subject of wealth accumulation and investment strategies; workbooks, brochures, newsletters and printed instructional materials about marketing financial services to business owners and professionals ]

Providing online insurance administration information for the administration of insurance policies and applications; [ providing an online computer database featuring information associated with unclaimed property in the nature of uncashed checks, unclaimed dividends, benefits, deposits and overpayments that were never received or returned to the owner; ] reinsurance administrative services; [ flood insurance policy and claims processing; factoring agency services in the healthcare industry, namely, timely payment of individual generated healthcare claims in exchange for the right to obtain reimbursement for said claims from private and public insurers; ] insurance claim processing for providing employers with notification of potential worker's compensation claims via facsimile or electronic mail; computerized on-line services, namely, providing life insurance rate quotes to insurance companies and agents and providing life insurance application services to prospective customers, namely, providing life insurance needs calculation tools, rate quote comparisons, and paperless application request forms

[ Business customer support services in the field of compliance with state unclaimed property reporting requirements; on-line ordering services featuring educational marketing materials including seminar presentations, seminar updates, newsletters, workbooks, marketing materials, and training for financial services professionals; administering pharmacy reimbursement programs and services, namely, administering pharmacy reimbursement programs for workers' compensation recipients; consulting services in the field of insurance marketing; facilitating the exchange of needed information for financial compensation via the world wide Internet for online medical billing and for workers' compensation and auto insurance ]

Application service provider (ASP) featuring software for use by insurance companies, state workers compensation insurance funds, and third party administrators for use in managing and administrating workers compensation insurance policies, billing, and claims; application service provider (ASP), namely, hosting computer software applications; software development of computer programs used in the field of insurance marketing; document data transfer from one computer media format to another media format