TAKE A TAX BREAK

financial services, namely, mutual fund investment services; financial and investment management, administration, advisory, analysis, consultation, record keeping, and information services; transfer agent services; investment underwriting services; securities brokerage services; investment marketing services; trustee services; issuance and administration of life insurance and annuity contracts; reinsurance of life insurance and annuity contracts of other licensed insurers; and administration of investment accounts which fund the benefits underlying life insurance and annuity contracts