Computer software for financial planning and management, insurance planning and management, investment planning and management, retirement planning and management

Print publications, namely, brochures, information sheets, and books, all in the financial, insurance, retirement planning and management, investment planning and management fields

Business marketing services provided to individuals relating to the financial and insurance planning and management, retirement planning and management, investment planning and management fields

Insurance, namely, underwriting services, in the field of life, disability and annuities; insurance brokerage services; financial planning, consultation, and management services; insurance consultation in the field of life, disability and annuities insurance planning; insurance consultation in the field of financial risk management; Providing an Internet website in the financial, insurance, and retirement planning and management, investment planning and management fields; providing an internet website portal in financial, insurance, and retirement planning and management, investment planning and management fields

Training services in the field of financial planning and management, insurance planning and management, investment planning and management, retirement planning and management; education services, namely, conducting meetings, classes, seminars, conferences and workshops in the field of financial planning and management, insurance planning and management, investment planning and management, retirement planning and management