Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; 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 advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Insurance services, namely, insurance eligibility review and verification and consultation in the life industry