Design and development of insurance policies for others; Financial analysis and consultation; Financial analysis and research services; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation for insurance purposes; Financial information; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Insurance services, namely, writing property and casualty insurance; Investment brokerage; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information about healthcare insurance plans; Providing information in insurance matters; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing investors with financial information; Providing on-line financial calculators; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Providing vehicle insurance rate quotes; Provision of financial information