CHARTERED FINANCIAL SERVICES

Insurance services, namely, issuance of Life insurance, Disability insurance, Long-Term Care insurance, Critical Care insurance, Health insurance, Automobile insurance, Homeowners insurance, Umbrella insurance, Watercraft insurance, Recreational Vehicle insurance, and Motorcycle insurance, and insurance consulting related thereto; financial services, namely, issuance and administration of Fixed Annuities, Variable Annuities, Index Annuities, Immediate Annuities, and Deferred Annuities; financial services, namely, financial administration of retirement plans; financial planning, namely, financial planning for retirement, financial planning for businesses, estate planning, and mutual fund planning services; financial services, namely, mutual fund investment; financial services, namely, financial investment brokerage services provided on a wrap fee basis