Financial and insurance services, namely, life insurance underwriting, financial management, investment consultation, retirement planning, mutual fund investment, annuity underwriting, providing financial and insurance information, electronic processing of insurance claims and payment data, insurance administration, financial portfolio management, investment management, providing insurance, financial, and investment information to the insurance, financial and investment industries, mortgage lending; Charitable outreach programs, namely, providing financial analysis and consultation, and life insurance underwriting services by means of a not-for-profit fraternal benefit society committed to Catholic values; Charitable outreach programs, namely, providing charitable fundraising services and financial support to Catholic parishes, schools, and communities; Life insurance brokerage services