Insurance brokerage; Annuity brokerage services; Investment advisory services; Financial planning; Estate planning; Financial advisory and consultancy services, namely, life, variable life, disability, and long-term care insurance sales; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial planning and investment advisory services; Providing information in the field of financial planning for variable and non-variable annuity sales, sale and servicing of brokerage and investment advisory products; Financial planning, namely, fee-based financial planning