Insurance services, namely, underwriting, issuance and administration of life, variable life, disability, and long-term care insurance; Brokerage of group health insurance; Mutual fund investment and brokerage; Financial investment advising; Annuity underwriting; Estate and fiduciary trust management, estate planning, financial planning, estate and trust distribution planning, and mutual fund administration and distribution; Investment advice, investment of funds for others and investment management; Financial advice; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial management; Insurance agencies in the field of life, health, accident, fire, and property insurance; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance consultancy; Insurance services, namely, insurance eligibility review and verification and financial consultation in the life, health, accident, fire, and property industry; Credit and financial consultation; Issuance of life, health, accident, fire, and property insurance; Life insurance brokerage; Providing insurance information