INSURANCE AGENCY SERVICES; INSURANCE BROKERAGE SERVICES IN THE FIELD OF LIFE INSURANCE, LONG-TERM CARE INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, MEDICARE SUPPLEMENT INSURANCE, EMPLOYEE BENEFITS INSURANCE, and PROPERTY AND CASUALTY INSURANCE; INSURANCE CONSULTATION SERVICES; FINANCIAL SERVICES, NAMELY, FINANCIAL PLANNING; FINANCIAL PLANNING FOR RETIREMENT; MANAGEMENT OF DEFERRED COMPENSATION PLANS; FINANCIAL CONSULTING, MANAGEMENT and PLANNING SERVICES FOR OTHERS; CUSTOMIZED STRATEGIC INVESTMENT AND FINANCIAL PLANNING SERVICES FOR OTHERS; MUTUAL FUND INVESTMENT AND INVESTMENT ADVISORY SERVICES; ASSET ALLOCATION SERVICES; FINANCIAL PORTFOLIO MANAGEMENT; ASSISTING OTHERS WITH THE COMPLETION OF FINANCIAL TRANSACTIONS FOR STOCKS, BONDS, SECURITIES AND EQUITIES; FINANCIAL CONSULTATION; INVESTMENT MANAGEMENT; BROKERAGE, ADMINISTRATION AND DISTRIBUTION OF ANNUITIES, MUTUAL FUNDS, MONEY MARKET FUNDS, PENSION PLANS, IRA PLANS, RETIREMENT PLANS AND ASSET MANAGEMENT