Advice relating to investments; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Consulting and information concerning insurance; Credit and financial consultation; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial analysis and consultation; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation for insurance purposes; Financial information; Financial information and advisory services; Financial information and evaluations; Financial investment brokerage; Financial investment brokerage services; Financial management; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial portfolio analysis services; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultation; Insurance information; Insurance information and consultancy; Investment advice; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters; Providing investors with financial information; Provision of financial information; Strategic financial advisory services