Business services, namely, tax consultation, preparation, and advisory services; tax and taxation planning, advice, information and consultancy services; business consulting, advisory and information services; business management consulting, advisory, and information services; business organization consulting, advisory, and information services; providing referrals for professional and business-related services, namely, lawyers, accountants, bankers, and property and casualty insurance and benefits advisors; financial statement preparation and analysis for businesses and individuals; promotion of financial and insurance services on behalf of third parties

Insurance and financial services, namely, financial, credit, and insurance analysis, consultation, and advice; financial management and planning; financial planning consultation; financial portfolio management; financial research; financial risk assessment and management; insurance consultation services; insurance brokerage services; insurance services, namely, writing insurance policies in the fields of life, long-term care, disability, and Medicare supplemental insurance; insurance administration; insurance premium rate calculation; insurance actuarial services; insurance consultation in the nature of insurance comparison services; investment services, namely, investment advisory, consultation, brokerage, management, and development services; asset acquisition services; providing information in the field of insurance matters; trust services, namely, investment and trust company services