HELPING YOU 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