WFIS

Financial planning; financial services, namely, financial advice and consultancy, and financial asset management, namely, asset protection planning; insurance planning consultation in the nature of plans for insurance purchases and administration, namely, life insurance planning, disability insurance planning, long term care insurance planning, critical illness insurance planning; insurance brokerage, and insurance services, namely, insurance agency and insurance claims processing; investment planning in the nature of investment consultation; investment services, namely, initiation of investment of funds for others and investment management in the field of savings funds, retirement funds, college savings programs, fixed annuities, and variable annuities; investment advisory services; and employee benefit services, namely, initiation and administration of employee benefit plans concerning insurance and finance, retirement plans, profit sharing plans, pension plans, and stock option plans