Consultancy services relating to insurance; Insurance agencies in the field of life insurance; Insurance brokerage; Insurance brokerage in the field of financial planning and life insurance; Insurance brokerage services; Insurance consultation; Insurance consulting in the field of life insurance; Insurance information; Insurance services, namely, insurance eligibility review and verification and consultation in the retirement, life, and financial planning industry; Insurance services, namely, underwriting, issuing and administration of life insurance; Life insurance brokerage; Charitable fundraising services for promoting research, education and other activities relating to financial planning and life insurance; Consulting and information concerning insurance; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consultation in the field of financial planning and life insurance; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial retirement plan consulting services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial evaluation for insurance purposes; Financial planning consultation; Financial planning for retirement; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal over a global data network; Insurance consultancy; Insurance and financial information and consultancy services; Insurance information and consultancy; Investment advice in the fields of retirement and financial planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in insurance matters

Education services, namely, mentoring in the field of financial planning and life insurance; Education services, namely, one-on-one mentoring in the field of financial planning and life insurance; Education services, namely, providing mentoring, tutoring, classes, seminars and workshops in the field of financial planning and life insurance; Educational and entertainment services, namely, providing motivational and educational speakers; Educational and entertainment services, namely, providing motivational and educational speakers in the field of self- and personal improvement; Educational services, namely, conducting informal on-line programs in the fields of financial planning and life insurance, and printable materials distributed therewith; Educational services, namely, conducting programs in the field of financial planning and life insurance; Educational services, namely, conducting workshops, conferences, classes, courses in the field of financial planning and life insurance and distribution of course materials in connection therewith in printed or electronic format; Arranging and conducting of educational conferences in the field of financial planning and life insurance; Arranging and conducting of educational courses in the field of financial planning and life insurance; Arranging and conducting of educational seminars in the field of financial planning and life insurance; Charitable education services, namely, providing workshops, conferences, classes, courses in the field of financial planning and life insurance; Charitable donation services, namely, providing educational workshops, conferences, classes, courses in the field of financial planning and life insurance; Charitable services, namely, providing educational materials in the nature of brochures, pamphlets, ebooks, guides to adults, men, and women; Conducting of educational conferences in the field of financial planning and life insurance; Educational and entertainment services, namely, providing motivational speaking services in the field of financial planning and life insurance; Educational services, namely, providing educational speakers in the field of financial planning and life insurance