PHOENIX

Insurance services, namely, life insurance underwriting, administration and claims processing; [ private placement life insurance and ] annuity services, namely, annuity underwriting, issuance and administration of annuities [; investment services, namely, investment management, providing investment advice, funds investment, mutual fund brokerage, distribution and investment services; financial services, namely, venture capital funding services to emerging and start-up companies; financial services in the nature of trading, purchasing and structuring investment securities for others and advisory services related thereto ]