Insurance consulting in the field of Life insurance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Insurance information and consultancy; Financial loan consultation; Financial planning consultation; Insurance consultation; Financial consulting services, namely, expert analysis in finance; Investment services, namely, asset acquisition, consultation, development and management services; Financial consultancy; Real estate consultancy; Financial consulting services, namely, advising others regarding intellectual property investments; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Credit consultation; Private equity consultant services; Lending consultant services; Consulting and information concerning insurance; Financial consultation; Financial consultation in the field of taxes; Financial advisory and consultancy services; Credit inquiry and consultation; Real estate investment consultancy