THE RETIREMENT ROOKIE

Insurance and financial services, namely, underwriting and administration of life, health, accident, group, annuity, pension, retirement, endowment and long-term care insurance; insurance brokerage services; insurance claims processing services; administration of insurance proceeds; financial consultation services; investment advisory services; investment of funds for others; investment management services; investment services in the nature of education savings plans; securities broker-dealer services; financial planning, namely, providing assistance to others in planning for retirement and in the management of employee benefits; administration of employee benefit plans concerning insurance and finance