Insurance actuarial services; insurance administration, brokerage and consultation; claims adjustment in the field of insurance; insurance claims processing; underwriting in the fields of annuities, pre-paid health care, life and medical insurance, and reinsurance; administration of employee benefit and pension plans, and of pre-paid health care plans; investment advice, brokerage, consultation and management; financial planning and portfolio management; investment of funds for others; mutual fund distribution

[ Arranging and conducting educational conferences; development and dissemination of educational materials of others in the field of annuities and insurance; educational services, namely, conducting classes, conferences, seminars and workshops in the field of annuities and insurance; entertainment in the nature of automobile races and golf tournaments ]