ANSWERS

Insurance brokerage services; consultation in the field of employee benefits plans concerning insurance and finance; retirement services, namely, fiduciary due diligence, retirement plan evaluations, retirement plan transition services for the purpose of disseminating information relating to the transition from work to retirement and consultation in connection therewith, and providing information compiled from industry surveys regarding retirement planning; financial services, namely, investment consulting; broker dealer services, namely, mutual fund brokerage and distribution, municipal securities brokerage and brokerage or dealer services of variable life insurance or annuities

Conducting workshops and seminars in the field of insurance, employee benefits, retirement and financial services, and broker dealer services, namely, mutual fund brokerage and distribution, municipal securities brokerage, and brokerage or dealer services of variable life insurance or annuities