Business management and administration services in the field of insurance and financial services, namely, life insurance, annuities, disability income insurance, property and casualty insurance, long term care insurance, IRAs, and educational IRAs, mutual funds, managed money accounts, and brokerage accounts; payroll preparation and processing services; providing reports of payroll related tax information to governmental agencies and to employers; business management services in the field of human resources; accounting and bookkeeping services; business services in the field of human resources and payroll management, namely, maintaining, updating and reporting information about employee work schedules, payment schedules, salaries, contact information and other information pertaining to human resources and payroll management, all by means of an Internet web site on to which employers and/or employees have access for the purpose of obtaining or providing updated information; consulting services in the field of marketing financial services; promoting public awareness of the need for investment planning; Consulting services in the fields of business management, human resources, and business organizational design

Annuity underwriting; annuity services, namely, account and investment administration; financial services, namely, providing an investment option available for variable annuity and variable life insurance products; investment management of and distribution of variable annuities; providing financial services, namely, investment management and administration, annuity contribution management and administration, individual retirement account services, pension services, investment trust services, insurance coverage for death, total permanent disability and income protection insurance policies, financing housing loans and credit cards, financial planning services, and financial administration of retirement savings products, including on-line, Internet-based and telephone-enabled provision of such services; mutual fund and stock brokerage services; insurance services, namely, issuing variable annuity life insurance policies; mutual fund investment services; retirement fund investment services; investment management services; financial planning; securities brokerage services; money management services; financial analysis; investment management; providing financial information by electronic means; providing personalized investment information, investment account management and securities brokerage services; Pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; investment advisory and management services; real estate investment services; corporate financing services, namely, consultation in the field of asset sales, consultation in the field of capital structure; capital investment consultation services; investment brokerage services, namely, private and public sales of loans and loan portfolios; securities brokerage and underwriting services; commodities brokerage and underwriting services; mutual fund brokerage, distribution and investment services; financial clearing house services; credit card and debit card services, namely, processing of credit and debit card payments; financial services, namely, asset management services; financial planning services; estate planning services; financial information provided by electronic means; financial research services; mortgage financing services; and real estate brokerage services; financial services, namely, underwriting and administering annuities, insurance underwriting for all types of insurance and defined contribution plans; investment services, namely, investment management services for funding retirement; and retirement services, namely, investment, planning and administering retirement plans; private equity consultant services; private equity fund investment services; investment of funds for others in the fields of municipal bonds, securities, private and public equity; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial portfolio management; investment services, namely, asset acquisition, consultation, development and management services; financial asset management