Annuity underwriting services; Issuance and administration of annuities; Financial asset management services; Financial services, namely, financial analysis and consultation in the fields of life insurance, long term care insurance, annuities, investments, retirement planning; Financial services, namely, brokerage and administration of annuities and pensions; Financial planning services; Financial portfolio management services; Financial analysis and consultation; Financial consulting; Financial investment in the field of securities and mutual funds, financial management; financial portfolio analysis services; Financial services in the nature of an investment security; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Insurance services, namely, insurance underwriting, issuing, administration, agency and brokerage services for all types of insurance, namely, in the fields of workers compensation managed health care insurance, individual life insurance, auto insurance, accident insurance, homeowners insurance, flood insurance, fire insurance, reinsurance, property and casualty insurance, marine insurance, disability insurance, group benefits insurance, group life insurance, group accident insurance, group reinsurance, specialty commercial insurance, long term care insurance, home and commercial; Insurance claims administration; Insurance claims processing; Insurance consultation; Insurance underwriting consultation; Investment services, namely, investment management and advisory services in the fields of mutual funds, annuities, college savings, retirement planning, institutional, investment management; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment consultation; Investment distribution of annuities and of variable annuities; Investment of funds for others; Mutual fund services, namely, mutual fund brokerage services, establishing mutual funds for others, brokerage and administration of mutual funds, fund investment, fund investment consultation, mutual fund distribution; Retirement services, namely, retirement financial planning services, financial administrative services for retirement plans, namely, recordkeeping and reporting; financial administration of retirement plans