Financial and insurance services, namely, insurance underwriting, brokerage and administration in the field of health, disability, and employee benefits insurance; insurance underwriting, brokerage and administration in the field of stop loss insurance; mutual fund and investment brokerage; financial risk management; financial administration of retirement and employee benefits; retirement funds investment services; providing financial information in the field of financial and retirement planning; investment services, in the nature of asset management services, cash management, financial management, and financial portfolio management; investment management services; securities brokerage services; mutual fund investment services; financial and retirement planning services; financial administration of retirement and employee benefits for minority, women, veteran, disability and LGBTQ owned businesses and not-for-profit organizations; financial and retirement planning services for minority, women, veteran, disability and LGBTQ owned businesses and not-for-profit organizations

Education services, namely, providing webinars, videos, articles, podcasts, online educational programs and downloadable guides in the field of retirement and financial planning and distribution of training material in connection therewith; education services, namely, providing webinars, videos, articles, podcasts, online educational programs and downloadable guides in the field of retirement and financial planning for minority, women, veteran, disability and LGBTQ owned businesses and not-for-profit organizations and distribution of educational materials in connection therewith

Providing temporary use of on-line financial wellness and retirement planning tools and resources; providing temporary use of on-line financial wellness and retirement planning tools and resources for use in the field of financial and retirement programs for minority, women, veteran, disability and LGBTQ owned businesses and not-for-profit organizations