underwriting and administering services for commercial, life, personal and group insurance; fidelity, surety and guaranty bonding services; mutual fund and money market fund investment and administration services; real estate investment services; financial analysis and investment planning and management services, variable annuities investment and administration services, and insurance agency and securities brokerage services in connection with the preceding named services; credit card services, loan brokerage and underwriting services, mortgage brokerage and underwriting services, and insurance consultation services