Administration of employee benefit plans concerning insurance and finance; Annuity underwriting; Financial administration of retirement plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial investment brokerage; Financial planning; Insurance administration in the field of life insurance, health insurance (individual and group), and Medicare supplement insurance; Insurance brokerage in the field of life insurance, health insurance (individual and group), and Medicare supplement insurance; Insurance underwriting in the field of life insurance, health insurance (individual and group), and Medicare supplement insurance; Investment management; Issuance and administration of annuities; Mutual fund brokerage; Trust services, namely, investment and trust company services