Brokerage in the field of life, health, long term care, disability insurance and annuities; Financial evaluation for insurance purposes; Insurance brokerage; Insurance consultation; Life insurance brokerage; Medical insurance underwriting; Providing information in insurance matters; Insurance underwriting services for all types of insurance; Advice relating to investments; Financial investment in the field of securities, mutual funds, alternative investments, variable annuities; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Mutual fund investment; Public equity investment management; Real estate investment