COVERED GIFT

Insurance and financial services, namely, financial investment, and administration of retirement plans and defined contribution plans; financial investment advisory services; financial planning for retirement; insurance underwriting and administration in the field of group annuities; pension fund and retirement plan financial management services; investment of pension and retirement funds for others; administration of employee pension and retirement plans; administration of employee benefit plans; corporate financing services; investment banking services; capital investment consultation services; securities and commodities brokerage and underwriting services; financial portfolio asset management services; investment advisory and management services; financial information provided by electronic means; retirement services for plan participants in the nature of providing engagement programs, namely, advising plan participants to engage in saving and planning for retirement and financial wellness, providing investment advice, financial planning, and asset allocation services, namely, financial asset management

Computer services, namely, providing online, non-downloadable software that enables users to research the financial interdependencies between a user's health, wealth, work, and life, and suggests and offers solutions on how to address those concerns and needs; providing online, non-downloadable software that provides information to enable users to discover, understand, select and manage insurance, healthcare, retirement income planning, financial planning, and financial investments and savings products and services