TRUSTED SINCE 1810

Agency and brokerage services in the fields of life insurance, long term care insurance, annuities, investments, retirement plans, marine insurance, business and commercial insurance, property and casualty insurance, group benefit plans, and employee benefit plans; Annuity underwriting services; Issuance and administration of annuities; investment services, namely, asset management services; Financial asset management services; Banking services, namely, administering a savings account by which insurance payable to an insured are deposited into a bank account from which the insured can withdraw money by writing checks on that account; Employee benefits, namely, administrative services for employee benefits and employee benefit plans; Estate services, namely, estate trust management services and estate planning services; Financial services, namely, financial analysis and financial consultation in the fields of life insurance, long term care insurance, annuities, investments, retirement planning; Financial services, namely, brokerage and administration of annuities and pensions; Financial planning services; Financial portfolio management services; Financial analysis and consultation; Financial investment in the field of financial management, financial portfolio analysis services; Financial services in the nature of an investment security; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Insurance services, namely, insurance underwriting, issuing, administration, agency and brokerage services in the fields of workers compensation managed health care insurance, individual life insurance, auto insurance, accident insurance, homeowners insurance, flood insurance, fire insurance, reinsurance, property and casualty insurance, marine insurance, disability insurance, group benefits insurance, group life insurance, group accident insurance, group reinsurance, specialty commercial insurance, long term care insurance, home and commercial, for all types of insurance; Insurance claims administration; Insurance claims processing; Insurance consultation; Insurance consultation, namely, Insurance services in the nature of loss control management for others; Insurance underwriting consultation; Providing automobile insurance policy rate price quote information services by mail and global computer network; Providing information about insurance policies and services via the world wide computer network; Online financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Investment services, namely, investment management and advisory services in the fields of mutual funds, annuities, college savings, retirement planning, investment management; Investment advice; Investment advisory services; Investment brokerage; Investment by electronic means; Investment consultation; Investment distribution of annuities and of variable annuities; Investment of funds for others; Mutual fund services, namely, mutual fund brokerage services, establishing mutual funds for others, brokerage and administration of mutual funds, fund investment, fund investment consultation, mutual fund distribution; Retirement services, namely, retirement planning services, administrative services for retirement plans, financial administration of retirement plans; Financial risk management services, namely, risk management consultation and risk financing services; Sponsorship and philanthropic services, namely, financial sponsorship of athletic events and teams, and cultural, media and exhibitions focusing on the abilities of all people including people with disabilities