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Association services, namely, promoting the interests of insurance and financial services agents and brokers; Political action committee services, namely, promoting the interests of insurance and financial services agents and brokers in the field of politics; Business consulting services in the nature of promoting and providing advice, strategies and business procedures to enhance workflow and efficiency of insurance and financial services agents and brokers; Public relations; Providing market intelligence benchmarking information and business and marketing strategies that guide in improving agency and brokerage performance in the insurance and financial services industries; Promotion of insurance and financial services on behalf of third parties; Organization of business conventions, conferences, and trade shows in the field of insurance and financial services; Providing information and news in the field of business, namely, information and news on current events and on economic, legislative, regulatory, legal, business, and technology developments as they relate to and can impact businesses in the insurance and financial services fields; Providing links to websites of others featuring consumer information in the insurance and financial services industries; Providing an online database of contact information for independent insurance and financial services agents and brokers for use by consumers to locate an agent or broker; Providing information to promote awareness of business, legal and legislative issues facing the insurance and financial services industries; Business risk management and consulting services related thereto; Arranging and conducting business conferences and special events for business purposes to inform insurance agents and brokers about legislative and business issues that affect their business environment; Market research services in the fields of insurance and financial services and business research in the insurance industry

Insurance agency and brokerage, financial planning and insurance consultation, and underwriting of all kinds of insurance; Financial risk management and consulting services related thereto; financial services, namely, providing financial analysis, consultation, planning and management, and portfolio management of investment vehicles; Estate planning, and financial planning services in the nature of retirement, gift, and distribution planning; Investment consultation; Financial administration of retirement investment and savings plans and accounts; Providing online financial calculators; Providing links to websites of others featuring information in the fields of insurance and financial services of interest to and for use by insurance and financial services agents and brokers; Providing an online database featuring articles, reports, and memoranda in the fields of insurance and financial services of interest to insurance and financial services agents and brokers; financial services research; Financial research in the insurance industry; all the foregoing excluding credit card and debit card services; Providing information in the fields of insurance and financial planning to young and new insurance and financial services agents and brokers

Providing information in the field of computer and information technology for the insurance and financial services industries