THE EXPECTED. AND MORE.

Providing investment and asset management services; underwriting of annuities; investment management of and distribution of annuities; underwriting of insurance, namely, life, accidental death and dismemberment, disability, disability income, long term care, dental and medical; administration of disability and life insurance claims; financial services in the nature of providing funding options for retirement plans, for providing and administering annuities, and for administering retirement plans; insurance administration; insurance brokerage services; insurance consultation; registered investment adviser services providing performance analysis, fund support and model portfolios; investment brokerage services; mortgage lending