[Financial investment and management services; underwriting[,] *of life and disability insurance,* issuing, *of life and disability insurance,* and administration of annuities and life, [health] and disability insurance; mutual fund investment services;[ underwriting administration of 401(K) and pension plans;] investment consulting and advisory services; and real estate advisory services[,] namely[,] real estate investment and real estate trustee] * Financial investment and management services; underwriting of life and disability insurance, issuing of life and disability insurance, and administration of [annuities and] life and disability insurance; mutual fund investment services; investment consulting and advisory services; and real estate advisory services, namely, real estate investment and real estate trustee *