Providing a website featuring referral information for insurance and financial services; Marketing services; Providing marketing consulting services in the field of social media and online marketing and advertising; Search engine optimization; Providing an online computer database of contact information for independent insurance and financial services agents and brokers for use by consumers to locate an agent or broker; Promotion of insurance and financial services, on behalf of third parties; Association services, namely, promoting the interests of insurance and financial services agents and brokers; [ Promoting awareness of the need for diversity in the insurance and financial services industry; ] Business services in the nature of promoting and providing advice, strategies and business procedures to enhance workflow and efficiency of insurance and financial services agents and brokers; [ Public relations; ] Providing market intelligence benchmarking information and business and marketing strategies that guide in improving agency and brokerage performance in the insurance and financial services industries; Providing information and news in the field of business, namely, information and news on current events and on economic, legislative, regulatory, legal, business, and technology developments as they relate to and can impact businesses in the insurance and financial services fields; Providing links to websites of others featuring consumer information in the insurance and financial services industries; [ Promoting public awareness of business, legal and legislative issues facing the insurance and financial services industries; ] Market research services in the fields of insurance and financial services; Business risk management and consulting services related thereto; Business research in the insurance industry [ ; Arranging and conducting business conferences and arranging and conducting special events for business purposes to inform insurance agents and brokers about legislative and business issues that affect their business environment ]

Insurance agency, brokerage, consultation, and underwriting for all kinds of insurance; Financial risk management and risk management consultation; Financial services, namely, providing financial analysis, consultation, planning and management, and portfolio management of investment vehicles; Providing financial information regarding commercial and consumer lending, mortgage lending and mortgage financing; Estate planning; Providing online financial calculators; Providing links to websites of others featuring information in the fields of insurance and financial services of interest to and for use by insurance and financial services agents and brokers; Providing an online computer database featuring articles, reports, and memoranda in the fields of insurance and financial services of interest to insurance and financial services agents and brokers; Providing information in the fields of insurance and financial planning to young and new insurance and financial services agents and brokers; Financial services research; Financial research in the insurance industry; all of the foregoing excluding credit and debit card services

Providing online newsletters and reports featuring studies and research in the fields of insurance and financial services; [ arranging and conducting educational and professional development conventions and conferences in the field of insurance and financial services; ] providing online publications in the nature of articles and magazine articles in the field of insurance and financial services; providing on-line electronic newsletters delivered by e-mail in the field of insurance and financial services; providing on-line electronic newsletters and reports delivered by e-mail featuring studies and research in the fields of insurance and financial services; [ arranging and conducting educational conferences to inform insurance agents and brokers about legislative and business issues that affect their business environment; ] providing educational training in the fields of insurance and financial planning to young and new insurance and financial services agents and brokers; providing information and news in the field of current events relating to the insurance and financial services industries [ ; providing a website featuring online non-downloadable videos in the fields of insurance and financial services ]

Website design and development for others; Providing information relating to technology use in the fields of insurance and financial services