SOUND UNWAVERING DIRECTION

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

Insurance services for businesses, namely, providing insurance information, providing advice, providing counseling and consulting in the fields of comprehensive property and casualty insurance, insurance risk management, insurance underwriting in the field of life, health, accident, and disability; underwriting, insurance administration, and claims administration in the field of group life, health and disability insurance; insurance brokerage services; insurance claims administration; actuarial services; transportation risk management, namely, financial risk management; information advisory and consultancy services all related to insurance and financial management; financial planning consultation including financial administration of employee pension plans as financial administration of individual retirement accounts (IRA's), including employer-sponsored IRA plans and qualified retirement plans; Annuity services, namely, account and investment administration; investment consultation, planning and management; estate planning and financial asset management; Administration of employee benefit plans concerning insurance and finance, Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; annuity underwriting; capital investment consultation; Financial planning services, namely, devising and implementing wealth transfer strategies; administration of executive benefits plans concerning insurance and finance