Financial advice and consultancy services; Financial consultancy and insurance consultancy; Financial planning; Financial planning and investment advisory services; Financial planning, namely, in providing investment options in the nature of annuities and life insurance products.; Financial planning, namely, providing financial services with respect to securities and other financial instrument products.; Financial planning, namely, providing market news and commentary.; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, related to retirement and financial planning.; Financial retirement plan consulting services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Educational services, namely, providing classes, seminars, and training services in the fields of retirement and financial planning.; Entertainment services, namely, providing an ongoing radio program in the field of retirement and financial planning.; Entertainment services, namely, providing podcasts in the field of retirement and financial planning.; Providing a website featuring blogs and non-downloadable publications in the nature of retirement and financial planning in the field(s) of finance