87780769
Feb 1, 2018
Financial services delivered, rendered, accessed and provided through digital or on-line means and platforms, including through mobile apps, websites and social media platforms, namely, insurance underwriting in the fields of dental, accidental, critical illness and pet insurance; insurance and financial information and consulting services; providing insurance, financial and investment services, namely, group and individual life and disability insurance underwriting services; retirement planning services, namely, financial planning for retirement; retirement fund management; insurance administration; financial analysis and consultation; financial asset management; annuity underwriting and administration; insurance brokerage; insurance agency and brokerage services, namely, agent and broker assisted purchase and sale of insurance and insurance products; administration of employee benefit plans concerning insurance and finance; fiduciary representative services; electronic funds transfers; investment advice; investment management; money management; investment fund management; retirement investment management; providing information in the fields of insurance, financial, and investment services
Insurance and Financial