Insurance and financial services, namely, insurance underwriting, distribution of annuities, insurance administration, and insurance agency and brokerage services all in the fields of individual life insurance, group life insurance, accident and health insurance, and annuities; insurance and financial services, namely, issuance and administration of annuities, distribution of annuities, monitoring financial markets for investment purposes; maintaining annuities for sales transactions; establishing mutual funds for others; mutual fund distribution, monitoring financial markets for investment purposes; Business brokerage services and related consulting pertaining to business sales; administration of transactions involving mutual funds, bank trust funds, private equity funds and other pooled investment vehicles; Financial management in the field of employee pension funds, retirement plans, and investment portfolios; Financial administration of retirement plans, employer benefit management plans, employee pension plans, absence management arrangements, and pension risk transfer and reinsurance services; Administration of employee welfare benefit plans concerning insurance and finance; capital investment consultation services; Financial investment brokerage services, namely, the arrangement and provision of private and public sales of loans and loan portfolios; securities brokerage and lending services; financial portfolio management and financial asset management services; investment advisory services and debt management services; financial planning services; financial retirement planning services; financial information provided by electronic means; financial research services; loan and financing services, namely, loan origination services, commercial lending services, and financial management in the field of commercial loans; mortgage financing services, namely, mortgage origination, consumer lending services, and servicing of mortgage loans in the fields of commercial and multi-family housing mortgage loans; Real estate services, namely, brokerage, leasing and, management of commercial property, offices and office space; real estate investment services