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

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

Insurance services, namely, underwriting services in the field of life insurance, disability insurance, 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 featuring information in the fields of financial planning and finance, insurance, financial planning and management for retirement, investment planning and management, and insurance planning and management; providing an internet website portal in the fields of financial planning and finance, financial planning and management for retirement, investment planning and management, and insurance planning and management

Training services in the field of financial planning and management, insurance planning and management, investment planning and management, and 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