HELPING OTHERS THRIVE

[ Insurance underwriting in the field of life, medical, long-term care, disability and annuities; insurance brokerage services; financial analysis and consultation services; insurance consultation services; investment management and consultation services; mutual fund investment services; banking services; providing educational scholarships and monetary grants to individuals; charitable fundraising services and providing grants to other organizations, institutions, communities, and church congregations ]

Education and training in the field of financial planning and management, investment planning, estate planning, insurance planning, [ tax planning,] charitable planning, life and retirement planning, [ long-term care, fundraising, ] faith and family matters, offered through workshops, seminars [ and videotapes ]