THE 7 BIGGEST MISTAKES TRUSTEES OFTEN MAKE

Financial services, namely, brokerage for life insurance, key-man insurance, health insurance, and long-term health care insurance; sales of variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable and advanced trust planning; asset management; and investment advice

Conducting workshops and seminars in the field of financial services, namely, life insurance, key-man insurance, health insurance, and long-term health care insurance, variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable trusts, advanced trust planning, asset management, and investment strategies; and educational services, namely, conducting seminars, conferences, and workshops in the field of financial services, namely, life insurance, key-man insurance, health insurance, and long-term health care insurance, variable annuities, equities, stocks, bonds, mutual funds, estate planning, charitable trusts, advanced trust planning, asset management, and investment strategies and distributing informational materials in connection therewith