MISSION, IMPACT, PERFORMANCE

Providing financial investment advisory services, financial news, and financial investment transaction services via an interactive website; Administration of pre-paid health care plans; Insurance consultation and brokerage in the field of supplemental health insurance for others; Insurance consulting in the field of disability, income replacement, life, health, and liability insurance; Financial services, namely, management and administration of employee health and welfare benefit plans, employee pension plans and retirement plans; financial and investment services, namely, asset acquisition, consultation, development and management services; financial planning and investment advisory services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Charitable fundraising services