POWER YOUR LEGACY

providing incentive award programs for financial advisors to recruit other advisors; Business consulting services, namely, providing business consulting services to insurance agents, financial planners and financial advisors; Marketing services, namely, providing business marketing services to insurance agents, financial planners and financial advisors; consulting on the subject of business continuity planning for financial advisor businesses

financial consulting on the subject of the sale of financial advisor businesses; financial consulting on the subject of valuation of financial advisor businesses; consulting on the subject of human resource issues for financial advisor businesses; Investment advisory services; financial planning strategy services; financial analysis and consultation in the field of retirement planning and estate planning; brokerage services in the field of securities and various packaged financial products, namely, mutual funds, UITs, REITs, general equities and variable insurance products]

Educational services, namely, providing training courses in financial planning and marketing; personal coaching services for financial professionals in the field of retirement planning and estate planning; personal coaching services for financial professionals in the field of financial investment planning strategies, techniques, and tactics