Primerica, Inc. v. How Money Works, LLC et al, gandc:1:2021cv01613

DIRECT MARKETING SERVICES;

FINANCIAL PLANNING, SECURITIES BROKERAGE AND MUTUAL FUND INVESTMENT SERVICES;

INSURANCE UNDERWRITING SERVICES;

Promoting the insurance underwriting services of others and recruiting others to the field of direct marketing, both via the Internet and via direct marketing by sales representatives;

Financial planning, securities brokerage, and mutual fund investment services; insurance underwriting services in the field of term life coverage; [ loan origination services; ] financial analyses; providing a website featuring information in the field of finance;

[ Web conferencing services; video conferencing services; audio conferencing services ];

Providing temporary use of a Web-based software application for editing, organizing, modifying, transmitting and sharing documents and information; Providing temporary use of a Web-based software application for assimilating financial information, namely, financial data provided directly by the customer [ and from the customer's consumer credit report, ] and calculating debt payoff plans;

Promoting the insurance underwriting services of others and recruiting others to the field of direct marketing, both via the Internet and via direct marketing by sales representatives;

Financial planning, securities brokerage, and mutual fund investment services; insurance underwriting services in the field of term life coverage; [ mortgage loan origination services; ] financial analyses; providing a website featuring information in the field of finance;

Providing temporary use of a Web-based software application for assimilating financial information, namely, financial data provided directly by the customer [ and from the customer's consumer credit report, ] and calculating debt payoff plans;