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Preparation of reports relating to personal financial investment accounts; marketing services in the field of annuities

Financial services, namely, providing investment advisory and asset management services; providing individually managed investment account services; providing financial and financial investment valuations, information, analysis, research and investment recommendations; providing automated and customized personal financial, investment management, and advisory services, namely, management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances; financial retirement plan consulting and financial administration of retirement plans; investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; insurance and financial services, namely, insurance underwriting, distribution, administration, and agency services in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, distribution, brokerage, and administration of annuities