Estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary; Financial record-keeping for individual benefits; Financial record-keeping for individual benefits via the Internet; Promotion of financial and insurance services, on behalf of third parties

Consulting and information concerning insurance; Financial advice; Financial advisory and consultancy services; Financial information; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; 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 services, namely, wealth management services; Financial services, namely, life insurance settlement services; Financial trust operations; Financial trust planning; Insurance brokerage; Insurance information; Insurance information and consultancy; Insurance and financial information and consultancy services; Life insurance brokerage; On-line financial planning services; Providing financial information; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing investors with financial information; Providing on-line financial calculators; Providing a web site featuring personal financial information and financial advice