Business succession planning; Cost management for the health benefit plans of others; Cost management for the health care benefit plans of others

Administration of employee benefit plans concerning insurance and finance; Advice relating to investments; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Brokerage in the field of health insurance; Brokerage of shares and other securities; Brokerage of shares or stocks and other securities; Brokerage services for capital investments; Brokerage services for stocks and bonds; Brokerage services in the field of securities and commodities investing; Estate planning; Financial advice; Financial advice and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial evaluation for insurance purposes; Financial investment brokerage; Financial investment brokerage services; Financial investment in the field of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Fund investment consultation; Funds investment; Insurance agencies in the field of health insurance, life insurance, dental insurance, and disability insurance; Insurance agency and brokerage; Insurance brokerage in the field of health insurance, life insurance, dental insurance, and disability insurance; Insurance consultation; Insurance consulting in the field of health insurance, life insurance, dental insurance, and disability insurance insurance; Investment advice; Investment advisory services; Investment brokerage; Investment of funds for others; Life insurance brokerage; Mutual fund advisory services; Mutual fund brokerage; Mutual fund investment; Private equity fund investment services; Providing counseling and consulting in the field of healthcare benefits; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters