Annuity underwriting; Financial administration of retirement plans; Installment loans; Insurance brokerage in the field of used aircraft; Insurance underwriting in the field of accident and health, automobile and recreational vehicle, aviation, business interruption, business crisis management, directors and officers liability, disability, employee benefits, employee practices liability, environmental liability, errors and omissions, event cancellation, fidelity and crime, fiduciary liability, fraud, general liability, homeland security and terrorism, identity theft, kidnap and ransom/extortion, life, mortgage guaranty, network security and privacy, product liability, professional liability, property and casualty, reinsurance, surety, tradecredit and political risk, travel, and workers' compensation; Investment advisory services; Investment management; Issuance and administration of annuities; Mortgage lending; Mutual fund investment