Insurance services in the field of life insurance and health insurance, namely, life insurance and health insurance underwriting, life and health insurance agency services, and life and health insurance administration; annuity underwriting; annuity services, namely, account and investment administration, and the investment management and distribution of annuity funds; reinsurance services, namely, life retrocession, namely, reinsurance underwriting services for the transfer of all or part of a life reinsurance risk from one reinsurer to another reinsurer, and property and casualty retrocession, namely, reinsurance underwriting services for the transfer of all or part of a property or casualty reinsurance risk from one reinsurer to another reinsurer; financial services, namely, wealth management services; financial planning and financial advisory services; savings and retirement services, namely, financial administration of employee pension plans; business, stock option and pension valuation services; pension fund services, namely, financial administration of pension plans and deferred profit shaping plans; financial planning for retirement, and retirement fund financial management services; tax and estate planning services; investment services, namely, investment advisory services and investment banking services, and investment management services; financial services, namely, trading in financial instruments; financial services, namely, trading in securities; mutual fund brokerage, financial management, distribution and investment services; private placement of hedge funds, private equity funds, securities and derivatives for others; and capital investment services; banking services; trust services, namely, trust company services; financial services, namely, money lending; consumer lending services; real estate development, leasing of real estate, real estate management services, real estate brokerage; real estate investment services; mortgage brokerage and lending services; providing financial and insurance information through the provision of computerized projections, comparisons and analyses to insurance agents, brokers, and financial sales persons all for financial purposes; financial investment brokerage services for the selling of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; providing a website featuring educational information in the fields of insurance and financial planning