PROTECT AND MAXIMIZE

Business succession planning; Business consultation services in the field of human resources development and management

Insurance services for businesses, namely, providing comprehensive property and casualty insurance, risk management, underwriting in the field of life, health, accident, and disability; group life, health and disability insurance; insurance brokerage services; insurance claims administration; actuarial services; transportation risk management, namely, financial risk management for insurance purposes; information advisory and consultancy services all related to insurance and financial management; financial planning and consulting including employee pension plan administration and consultation services as well as individual retirement accounts (IRA's), including employer-sponsored IRA plans and qualified retirement plans; 401(k) plan design, installation, administration and fund management services; investment consultation, planning and management; estate planning and asset management; employee benefit plan consultation and administration; annuity underwriting; capital investment consultation; Devising and implementing wealth transfer strategies; Administration of executive benefits, namely, administration of employee benefit plans concerning insurance and finance