Insurance underwriting and administration services for [ all types of ] * disability * insurance; [ providing underwriting and administration services for pension funds; residential and commercial mortgage lending services; real estate brokerage and management services; mutual fund brokerage and investment services, namely, investment banking and funds investment; ] financial retirement planning services; employee benefits services, namely, processing, administering, and managing employee benefit plans concerning insurance and finance; insurance services, namely, underwriting, issuing and administration of life insurance; issuance and administration of annuities; insurance brokerage services; [ investment services, namely, asset acquisition, consultation, development and management services; investment of funds for others; ] annuity services, namely, account and investment administration and the investment and distribution of annuity funds; financial services, namely, investment fund transfer and transaction services; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; [ financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; ] insurance and financial information and consultancy services