W INSIGHT ALLIANCE

Tax and taxation planning, advice, information and consultancy services

Estate planning; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial portfolio management; Financial risk management; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans