Advertising services, business consulting and marketing services in the field of insurance and financial services; business consultation services for financial organizations in the fields of business portfolio management, analyzing and compiling data for measuring the performance of financial markets, business feasibility proposal generation, tracking and monitoring insurance compliance and business risk management; human resources consultation; human resources management and administration; serving as a human resources department for others; payroll processing services; payroll administration and management services; consulting services in the field of payroll processing and administration; administration of employee benefit plans concerning employee wellness, employee productivity, and employee assistance programs; business consulting services in the field of practice management for financial advisors, corporate benefits advisors and insurance brokers, agents, and advisors; providing business planning and marketing solutions for financial advisors, corporate benefits advisors and insurance brokers, agents and advisors

Business brokerage and related consulting services for employee benefits concerning insurance, finance and investments, namely, health insurance including fully-insured health plans, self-funded health plans, and stop-loss coverage, dental and vision, prescription plans, ancillary insurance and retirement and deferred compensation plans; benefits administration of employee benefit plans concerning insurance and financial programs, including employee enrollment, eligibility management, early buy-out severance plans, human resource information and guidance, and delivery of payroll, flexible spending accounts (FSAs), health savings accounts (HSAs), health reimbursement accounts (HRAs) and COBRA health plans; financial investment brokerage, consulting and administrative services for executive benefit plans concerning insurance and finance; insurance brokerage, consulting and administrative services for property and casualty insurance, including commercial and personal lines of insurance, coverages and programs for directors and officers liability, general commercial liability, environmental liability, employment practice, professional liability, fiduciary liability, commercial property, cyber liability, workers compensation, homeowners, renters, automobile, personal and valuable articles, marine, boats, yachts, watercraft and aircraft, surety bonds, calamity, flood, earthquake, excess/umbrella coverage, crime, disability, accidental death and dismemberment, and specialized insurance in the fields of product contamination, product recall, pollution, asbestos removal, errors and omissions, extortion and kidnap and ransom; insurance brokerage, consulting and administrative services for disability and accident and health insurance and solutions, including coverages and programs and focus areas for sports and entertainment with an emphasis on professional sports leagues, entertainers, media organizations, and event management clientele; financial risk management consultation; insurance claims and coverage review services; insurance services in the nature of asset protection and loss control consultation services; insurance brokerage, consulting and administrative services for annuities, disability, long term care and life insurance, including individual term, permanent, international, private placement, survivorship permanent, premium financing and related strategies and review of polices; insurance brokerage, consulting and administrative services for financial institutions; insurance agency services; financial and insurance advisory services in the fields of investment, wealth management, charitable giving planning, retirement planning and life insurance settlement; financial advisory services and consulting services in the fields of broker-dealers, insurance brokerage, registered financial investments, managed accounts, mutual funds, securities, annuities including fixed and variable, group variable and structured settlement annuities, alternative financial investments, hedge funds, options, and separate retirement account management; financial due diligence services for investment products and managers; insurance brokerage services; administration of employee benefit plans concerning insurance and financial services; administration of flexible spending accounts (FSAs), health savings accounts (HSAs) and health reimbursement accounts (HRAs); claims administration services in the field of property and casualty insurance lines; consolidated billing and claims administration in the field of health insurance; insurance consulting in the field of health, disability, long term care, life, property and casualty insurance; consulting services in the field of employee financial benefit plans; providing information and advice in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers; employee benefit plans advisory, consulting and administration services concerning insurance and finance in the fields of non-qualified plans for highly compensated individuals, qualified and non-qualified stock option programs, group term carve-out plans, executive disability programs, consumer health advocacy, enrollment administration, executive compensation, flexible spending account, health savings account and health reimbursement account administration, and HIPAA administration; stock brokerage services; mutual fund brokerage; financial investment brokerage; financial planning; financial planning and investment advisory services; financial advisory and consultancy services; estate planning; financial asset management and allocation; financial retirement plan consulting services and administration; hedge fund investment services; financial analysis and research services; investment management; providing a resource website featuring information in the fields of insurance, financial planning, financial investments, employee financial benefit and insurance plans and programs, and employee benefits and insurance providers