Annuity services, namely, account and investment administration; Estate planning; Insurance services, namely, insurance eligibility review and verification and consultation in the life and long term care industry; Insurance administration; Insurance brokerage services; Insurance consultancy; Insurance consultation; Insurance consulting in the field of life and long term care insurance; Insurance information; Investment management of and distribution of annuities; Issuance and administration of annuities; Life insurance brokerage; Providing information in insurance matters

Business training consultancy services; Business training in the field of business development and business operation in the field of estate planning; Education services, namely, providing non-downloadable webinars in the field of tax preparation; Educational services, namely, conducting classes, seminars, and workshops in the field of estate planning; Educational services, namely, conducting classes, seminars, and workshops in the field of operating an estate planning business