MANAGING WEALTH FOR LIFE

Business planning, namely promoting the financial services of others by disseminating promotional materials

Providing investment advisory services and financial consultation services in the fields of financial and investment planning, estate planning, life settlements, college funding, retirement planning, mutual funds, variable annuities, and asset allocation for others; insurance services for others, namely, insurance brokerage and insurance consultation in the fields of life, health, disability, long-term care, and variable universal life; providing investment and financial information via a global communications network in the fields of financial and investment planning, insurance, and retirement programs; Business planning in the fields of executive benefit plans, key person insurance, and buy sell funding