SECURE NEST EGG

Goods or services relating to price quotations, namely providing price quotes from third party entities to companies, government organizations, groups, and individuals; and tax analysis planning and preparation services

Financial services, namely financial and retirement planning; annuity services, namely investment management of and distribution of annuities, and the brokerage of qualified and non-qualified annuities for companies, government organizations, groups, and individuals; providing annuity information to companies, government organizations, groups, and individuals; providing annuity quotes to companies, government organizations, groups, and individuals; brokering annuities for companies, government organizations, groups, and individuals; financial planning, namely retirement planning services; brokerage services in the field of life insurance based products, long term care and contracts, and life contingency based contracts for the insurance marketplace; insurance services, namely insurance brokerage and the brokerage of insurance based products and programs; and financial investment advisory services

[ Financial investment educational services, namely, conducting classes, seminars, conferences, and workshops in the field of financial and retirement planning, and distributing course materials in connection therewith ]