DECISIONS MADE EASIER. LIVES MADE BETTER.

Insurance agency services, and insurance underwriting and administration services; reinsurance underwriting and administration services; savings and retirement services, namely, financial administration of employee pension plans, business, stock option and pension valuation services; Financial management in the field of pension funds, annuity funds, and retirement funds; financial planning and financial management services; investment advisory and investment management services; wealth management services, and wealth creation services, namely, investment banking, financial investments in the field of securities, financial investments in the field of mutual funds, financial investments in the field of commodities, and financial placement of private equity funds for others, and private financial placement of securities and derivatives for others; financial services being trading in financial instruments, namely, commodity trading, currency trading, stock and bond trading, and mutual fund trading for others; private placement and capital market services in the nature of private placements of hedge funds, private equity funds, securities and derivatives for others; financial investment brokerage services for the selling of investment funds, mutual funds, pooled funds, hedge funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; banking services; trust company services; credit and loan services; issuance of credit cards and credit card payment processing services; leasing of real estate, real estate management services, real estate investment services; Mortgage financing and administration services; providing websites and social media websites featuring information in the field of insurance and financial services, namely, in the fields of insurance, banking, trust company, financial planning and management, and investment services; providing a website featuring financial information in the fields of insurance, banking, trust company, financial planning and management, and investment services via social media