TRUSTED CHOICE

insurance services, namely, providing insurance and annuity brokerage and underwriting services in the field of agricultural insurance, auto insurance, aviation insurance, computer/technology insurance, construction insurance, disability insurance, employment insurance, fishing insurance, forestry insurance, health insurance, life insurance, medical insurance, marine insurance, mining insurance, municipality insurance, professional insurance, property insurance, public administration insurance, public utility insurance, recreational vehicle insurance, transportation insurance, and shipping insurance; insurance agencies, insurance consultation and brokerage in the fields life, property and casualty, accident and health; financial services, namely, providing financial analysis, consultation, planning and management, stock brokerage and portfolio management, commercial and consumer lending, mortgage lending, and mortgage financing, providing financial information in the nature of right to exchange, estate planning, and financial planning services in the nature of retirement, gift, and distribution planning *; all the foregoing excluding credit card and debit card services*