Annuity services, namely, account and investment administration; Consultancy services relating to insurance; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial information and advisory services; Financial planning and investment advisory services; Financial research and information services; Financial retirement plan consulting services; Insurance brokerage; Insurance consultancy; Insurance consultation; Insurance information; Insurance agency and brokerage; Insurance information and consultancy; Investment management of and distribution of annuities; Issuance and administration of annuities; Financial consultancy and insurance consultancy; On-line financial planning services; Providing insurance information; Underwriting, issuance and administration of annuities