Insurance administration; administration of employee benefit plans and pension plans; administration of prepaid healthcare plans; financial analysis and consultation; annuity underwriting; 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; life insurance underwriting; medical insurance underwriting; investment management; investment of funds for others; financial services in nature of investment security; mutual fund distribution; re-insurance underwriting; automated securities brokerage; banking services, namely, automated teller machine services; providing bank account information by telephone; savings bank services; banking; mortgage banking; business brokerage; commodity brokerage; investment brokerage; mortgage brokerage; mutual fund brokerage; security brokerage; stock brokerage; brokerage houses in the field of stocks, commodities, and futures; capital investment consultation; cash management; cash replacement rendered by credit card; check cashing; check issuance; check processing; check verification; credit inquiry and consultation; cooperative credit organizations; credit agencies; evaluation of credit bureau data; credit bureaus; credit card services; credit card verification; credit inquiry and consultation; currency exchange and advice; debit card services; electronic fund transfer; electronic payment, namely, electronic processing and transmission of bill payment data; estate trust management; fiscal assessment evaluation; exchange; financial exchange; financial forecasting; financial guarantee and surety; financial information in the nature of rates of exchange; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial services in the nature of an investment security; financial valuation of personal property and real estate; lease purchase financing; loan financing; financing services; financial guarantee and surety; security services, namely, guaranteeing loans; home equity loans; installment loans; investment of funds for others; mortgage lending; loan financing; home equity loans; installment loans; investment management; real estate management; money order services; mortgaging of securities for others; safety deposit box services

educational services, namely, arranging and conducting educational conferences; entertainment services in the nature of automobile races; development and dissemination of educational materials in the fields of insurance, annuities, banking, investments for others and educational services, namely, conducting classes; seminars; conferences and workshops, all in the fields of insurance, annuities, investments and banking and entertainment in nature of golf tournaments

providing information in the fields health, wellness, insurance, finance, lifestyle, travel, shopping, news, weather, entertainment, sports and community events over a global computer network