FINANCIAL SECURITY SURVEY

PROVIDING FINANCIAL, INSURANCE, AND INVESTMENT ADVICE AND SERVICES; NAMELY ESTATE PLANNING, FINANCIAL ANALYSIS, PLANNING, AND CONSULTATION, IN PART THROUGH THE USE OF SURVEYS, WHICH INCLUDE COLLECTING RESPONSES, ANALYZING, AND REPORTING CUSTOMIZED FINANCIAL PREPAREDNESS RESULTS IN FINANCIAL AREAS; NAMELY, ESTATE PLANNING, HEALTHCARE PLANNING, INCOME SUFFICIENCY, RISK EXPOSURE, AND INDEBTEDNESS; UNDERWRITING FIXED ANNUITIES AS WELL AS LIFE INSURANCE