Marketing services, namely, promoting the sale of insurance products of others through endorsements and the distribution of promotional materials to financial institutions; providing administrative support for others in connection with employee benefits programs, namely, medical, dental, life, accidental death and dismemberment and disability insurance programs

Insurance agency services in the fields of property and casualty insurance, health insurance, life insurance and other insurance of specific interest to financial institutions; insurance risk management services; administration of employee benefit plans; consultation services in connection with employee benefits programs, namely medical, dental, life, accidental death and dismemberment and disability insurance programs

Providing educational services, namely, conducting schools, classes, seminars, conferences, conventions, workshops, teleconferences, video conferences and Internet training in fields of interest to financial institutions and other businesses, namely, finance, financial activities, banking, auditing, trusts, insurance, investments, securities, business, Internet, computers, software, employee benefits, human resources, law and management and distributing course materials in connection with these educational services

Association services, namely promoting the interests of financial institutions; guidance in governmental compliance issues, namely providing general and specific information to others regarding the requirements for complying with the laws and regulations governing employee benefits programs