PLANS IN ORDER

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial retirement plan consulting services; Financial trust planning; Insurance and financial information and consultancy services; Insurance brokerage services; Investment management; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Life insurance brokerage; Estate trust management; Financial risk management; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information in the field of employee financial benefit plans