STRATEGY PRESET

Annuity and life insurance underwriting services; annuity and insurance account administration; annuity services, namely, the issuance and administration of annuities, annuity accounts, and related investments; annuity services, namely, investment management and distribution of annuity funds; underwriting and issuance of funding agreements and consultation in connection therewith; financial and investment services, namely, investment of funds of others; financial information services; annuity information services; insurance information services; providing financial information via a website; financial information provided by electronic means; financial administration of retirement plans; financial retirement plan consulting services; providing an internet website portal featuring financial data information for evaluating investment, insurance, and retirement plans