Financial wealth management services; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Life insurance brokerage; Life insurance underwriting; Providing life insurance information; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial services in the nature of providing an investment option available for life insurance products; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance services, namely, underwriting life insurance; Financial planning for retirement; Individual retirement account services; Financial advice on retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial advice relating to retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Advice relating to investments; Brokerage services for capital investments; Financial management relating to investments; Providing information and research in the field of finance and financial investments; Information, advisory, consultancy and financial research services relating to finance and investments; Investment consultation; Investment advice; Investment consultancy; Investment brokerage; Financial investment brokerage; Financial investment brokerage services; Financial investment analysis and stock research; Financial planning and investment advisory services; Providing information regarding financial investment strategies; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Estate planning; Estate trust planning; Providing information in the field of estate planning