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insurance services, namely, medical and dental insurance underwriting; investment management services; administration of employee pension plans; guarantee assurance underwriting services; mortgage brokerage services; financing of loans; real estate trustee services; estate trust management services; actuarial services; mutual fund investment services; factoring agency services; real estate management services; estate agency services, namely, estate planning and trust management; financial valuation of personal and real estate property; land acquisition services, namely, real estate brokerage; financial information provided by electronic means