financial and insurance services, namely, providing financial information concerning investment securities, insurance policies and related derivative instruments; providing information concerning insurance policies and related derivatives, namely, information relating to the tracking and adjusting of premiums and tracking life of the insured; financial analysis and consultations; financial management; financial planning; financial portfolio management; financial research; investment fund transfer and transaction services; investment brokerage; transacting and trading of financial instruments in the fields of investment securities, insurance policies and related derivative instruments; financial clearing house services; insurance consultation; insurance brokerage; providing an on-line computer database featuring financial information in the field of investment securities, insurance policies and related derivative instruments; providing a website featuring financial information in the field of investment securities, insurance policies and related derivative instruments, financial valuation, namely, determining market value of insurance policies, financial instruments and related documents; bill payment services; providing price quotations for investment securities, insurance policies and related derivative instruments; financial valuation, namely, providing market value for investment securities, insurance policies and related derivative instruments; trustee and custodial services in the field of insurance