Financial services, namely, brokerage, underwriting, and administration of annuities, investment management of and distribution of annuities, underwriting and administration of surety bonds, guarantee services in the nature of providing financial guarantee and surety services, money market funds; banking services; financial administration of retirement plans and pension plans; financial asset management; financial planning and investment advisory services; insurance underwriting in the field of life insurance; mutual fund brokerage; trust services, namely, investment and trust company services; mortgage lending and brokerage service; financing and loan services; providing a website featuring information in the field of property and casualty insurance, life insurance, and financial planning