Insurance actuarial services; insurance administration; administration of employee benefit plans; financial analysis and consultation; insurance brokerage; investment brokerage; mutual fund brokerage; security brokerage; stock brokerage; capital investment consultation; claims adjustment in field of insurance; insurance claims administration; insurance claims processing; fund investment consultation; insurance consultation; processing of insurance application claims and payment data; financial planning and portfolio management; life insurance underwriting for fixed, indexed, variable, term and no-load policies; annuity underwriting; investment management; investment of funds for others; financial services in nature of investment security; mutual fund distribution; structured settlements; preparation of life insurance and annuity product illustrations; presentation of conceptual life insurance and annuity applications; marketing and sales support for life insurance and annuity products

Education services, namely, arranging and conducting educational conferences in the field of insurance and annuities; development and dissemination of educational materials in the field of insurance and annuities for others; educational services, namely, conducting classes; seminars; conferences and workshops in field of insurance and annuities