Financial services, namely, implementing, managing and administering corporate retirement plans, financial planning for retirement; insurance services, namely, financial planning in the field of insurance, insurance agency in the fields of individual and group health insurance, disability insurance, long term care insurance, property, and casualty insurance, and insurance consultancy in the field of business; estate planning; insurance advice, analysis, consultation, planning, management and research for financial planning purposes in the fields of individual and group health insurance, disability insurance, long term care insurance, property, and casualty insurance; implementing, managing and administering employee benefit plans in the fields of finance and insurance; implementing, managing and administering employee benefit plans in the nature of executive compensation in the fields of finance and insurance