99368700
Sep 1, 2025
Administration of employee benefit plans concerning insurance and finance; Administration of employee benefit plans concerning insurance; Insurance agencies in the field of life insurance and legacy protection insurance; Insurance consulting in the field of life insurance, long-term-care insurance, and inter-generational wealthtransferplanning insurance; Investment consultation in the fields of residential real estate for tiny-house communities and incomeproducing property;; Financial advisory and consultancy services, namely, creating personalized strategies for achievinggenerational wealth through cash value life insurance, real estate co-investment, and charitable legacy trusts; Providing financial consultation services to to families, caregivers, and small-business owners regarding lifeinsuranceleverage and legacy building roadmaps;; Financial information provided by electronic means in the field of fields of life insurance, legacy building,generational wealth, and real estate co-investment; Financial investment in the field of residential real estate for tiny-house communities and life insurancebacked investments;; Insurance consultation; Insurance consultancy; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Processing, administering and managing employee benefit plans concerning insurance and finance; Financial advisory and consultancy services, namely, the creation of personalized strategies to achievefinancial independence; Financial counseling services, namely, helping others build a better working relationship with their money
Insurance and Financial