Strategic financial consulting, namely, creating personalized financial strategies for families and family offices, and estate planning services for families and family offices; Insurance risk management; Insurance information and consultancy; Insurance consultancy services; Life insurance services, namely, underwriting, placement, and administration of life insurance; Insurance agency; Insurance brokerage services, namely, advising and consulting others in the field of insurance and obtaining insurance for others; Annual life insurance policy management being insurance administration services in the nature of providing confirmation of premium payments, reporting of current cash value and death benefit, and reporting of projection from carriers on potential future projections
Insurance and Financial