Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests; Tax and taxation planning, advice, information and consultancy services; Tax assessment; Tax consultation; Administration of employee benefit plans concerning life, disability, health, LTC; Promotion of financial and insurance services, on behalf of third parties; Providing insurance agent referrals

Advice relating to investments; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial administration of income plans; Financial advice, namely, budget planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial management in the field of income planning for retirement; Financial retirement plan consulting services; Insurance administration in the field of life, disability, health, LTC; Insurance administration of prescription drug benefit plans; Insurance agencies in the field of life, disability, health, LTC; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance claims processing; Insurance claims processing in the field of life, disability, health, LTC claims; Insurance services, namely, underwriting, issuance and administration of life, disability, health, LTC insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Financial consultancy and insurance consultancy; Financial evaluation for insurance purposes; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Health insurance underwriting; Life insurance brokerage; Life insurance underwriting; On-line financial planning services

Educational services, namely, developing curriculum for educators; Providing a website featuring non-downloadable videos in the field of financial planning; Providing on-line non-downloadable publications in the nature of an interview template for insurance agents for use in entering into contractual relationships with insurance companies

Conducting medical examinations for insurance purposes; Medical services, namely, providing a network of offshore medical service providers through insurance providers

Consulting services, namely, conducting insurance benefit investigations for pharmaceutical and biotechnology companies; Investigation services related to insurance claims; Legal services, namely, providing customized documentation, information, counseling, advice and consultation services in all areas of international or offshore land acquisition, development and sales for sellers and buyers, and their other service providers, including real estate agents, attorneys, insurers and lenders; Providing an on-line searchable database featuring information in the field of real property title for use in conducting real property title searches and retrieving related documents in the fields of title insurance and title examination; Vehicle and driver telematic services in the nature of providing information concerning safety risks on driver behavior to consumers and automobile insurance companies