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Financial services, namely, brokerage, underwriting and administration of annuities; investment management of and distribution of annuities; underwriting and administration of surety bonds; guarantee services in the nature of providing financial guarantee and surety services; money market funds; banking services; financial administration of retirement plans and pension plans; financial asset management; financial planning and investment advisory services; insurance underwriting in the field of life insurance; mutual fund brokerage; trust services, namely, investment and trust company services; mortgage lending and brokerage service; financing and loan services; providing a website featuring information in the field of property and casualty insurance, life insurance and financial planning