Insurance actuarial services; insurance administration; administration of employee benefit plans and pension plans; administration of prepaid healthcare plans; financial analysis and consultation; annuity underwriting; insurance underwriting in the fields of health and medical insurance, long-term care insurance, medicare supplemental insurance, life insurance, supplemental health insurance; insurance brokerage; investment brokerage; mutual fund brokerage; security brokerage; stock brokerage; capital investment consultation; claims adjustment in field of insurance, insurance claims administration; insurance claims processing; fund investment consultation; insurance consultation; electronic processing of insurance claims and payment data; financial planning and portfolio management; underwriting insurance for prepaid healthcare; organizing prepaid healthcare plans; investment management; investment of funds of others; financial services in nature of investment security; mutual fund distribution; re-insurance underwriting; commodity brokerage; investment brokerage; mortgage brokerage; brokerage houses in the field of stocks, commodities, and futures; capital investment consultation; estate trust management; fiscal assessment evaluation; exchange; financial exchange; financial forecasting; financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial services in the nature of an investment security