Providing personalized information about insurance plans in the fields of life insurance, annuities, disability insurance, and long term care insurance; providing insurance information; insurance information and consultancy; insurance brokerage distribution services in the field of life insurance, annuities, disability insurance, and long term care insurance; investment advisory services; financial planning and investment advisory services; investment management; financial portfolio management; private equity consultant services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private equity investment services; private equity fund investment services, namely, sourcing, structuring, and offering private equity investment opportunities