banking services; financing services; financial information provided by mail, voice mail, courier, satellite and electronic means; financial management; financial analysis and consultation; financial forecasting; financial investment in the fields of insurance, securities, art and collectibles and precious metals; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; credit card services; credit card verification; insurance underwriting services, namely credit life, credit disability, fire, travel related insurance, hotel theft insurance, CDW insurance in car rental agreements, mortgage insurance, coverage for the deductible amounts in other insurance policies; insurance administration; insurance brokerage; insurance claims administration; insurance claims processing, namely electronic processing of insurance claims and payment data; insurance consultation; brokerage services in the field of art, insurance, automobiles, consumer products, clothing and travel services; debit card services; limited partnerships (formation offering and management of), namely secured credit card services