Magazines featuring news, articles, studies, research, and information in the field of the insurance and financial services industries; newsletters featuring news, articles, studies, research, and information in the field of insurance and financial services industries

Association services, namely, promoting the interests of insurance and financial services agents and brokers; political action committee services, namely, promoting the interests of insurance and financial services agents and brokers in the field of politics; lobbying services and grassroots advocacy, namely, promoting the interests of insurance and financial services agents and brokers in the field of politics, legislation, and regulation; promoting awareness of the need for diversity in the insurance and financial services industry; business services in the nature of promoting and providing advice, strategies and business procedures to enhance workflow and efficiency of insurance and financial services agents and brokers; public relations; providing business services resources for insurance and financial services agents and brokers, namely, employment placement services, namely, resume matching and job posting services; providing market intelligence benchmarking information and business and marketing strategies that guide in improving agency and brokerage performance in the insurance and financial services industries; promotion of insurance and financial services on behalf of third parties; organization of business conventions, conferences, and trade shows in the field of insurance and financial services; public advocacy on behalf of insurance and financial services agents and brokers to promote awareness of business, legal and regulatory matters that affect insurance and financial services agents and brokers in the insurance and financial services industries; consulting in the field of public advocacy services on behalf of insurance and financial services agents and brokers to promote awareness of business, legal and regulatory matters that affect insurance and financial services agents and brokers in the insurance and financial services industries; providing information and news in the field of business, namely, information and news on current events and on economic, legislative, regulatory, legal, business, and technology developments as they relate to and can impact businesses in the insurance and financial services fields; providing links to websites of others featuring consumer information in the insurance and financial services industries; providing an online database of contact information for independent insurance and financial services agents and brokers for use by consumers to locate an agent or broker; providing information to promote awareness of business, legal and legislative issues facing the insurance and financial services industries; market research services in the fields of insurance and financial services; business risk management and consulting services related thereto; business research in the insurance industry; arranging and conducting business conferences and special events for business purposes to inform insurance agents and brokers about legislative and business issues that affect their business environment; public advocacy on behalf of insurance and financial services agents and brokers to promote awareness of legal and regulatory matters that affect insurance and financial services agents and brokers in the insurance and financial services industries

Insurance agency and brokerage, financial planning and insurance consultation, and underwriting of all kinds of insurance; financial risk management and consulting services related thereto; financial services, namely, providing financial analysis, consultation, planning and management, and portfolio management of investment vehicles; estate planning, and financial planning services in the nature of retirement, gift, and distribution planning; investment consultation; administration of retirement investment and savings plans and accounts; providing online financial calculators; providing links to websites of others featuring information in the fields of insurance and financial services of interest to and for use by insurance and financial services agents and brokers; providing an online database featuring articles, reports, and memoranda in the fields of insurance and financial services of interest to insurance and financial services agents and brokers; providing information in the fields of insurance and financial planning to young and new insurance and financial services agents and brokers; financial services research; and financial research in the insurance industry; all the foregoing excluding credit card and debit card services

Providing professional and continuing education courses in the field of insurance and financial services; providing online newsletters and reports featuring studies and research in the fields of insurance and financial services; arranging and conducting educational and professional development conventions and conferences in the field of insurance and financial services; providing online publications in the nature of articles and magazine articles in the field of insurance and financial services; providing on-line electronic newsletters delivered by e-mail in the field of insurance and financial services; providing on-line electronic newsletters and reports delivered by e-mail featuring studies and research in the fields of insurance and financial services; providing recognition and incentives by the way of awards to demonstrate excellence in the field of insurance and financial services; training services in the field of insurance and financial services; arranging and conducting educational conferences to inform insurance agents and brokers about legislative and business issues that affect their business environment; providing educational training in the fields of insurance and financial planning to young and new insurance and financial services agents and brokers; and providing information and news in the field of current events relating to the insurance and financial services industries

Providing information in the field of technology in the fields of insurance and financial services

Providing information relating to legal and regulatory affairs in the insurance and financial services industries; and litigation services in legal matters to protect the interests of insurance and financial services agents and brokers in the field of the insurance and financial services industries; consulting in the field of legal and regulatory compliance matters that affect insurance and financial services agents and brokers in the insurance and financial services industries; providing legal information in the fields of insurance and financial services industries