Financial planning services; financial and investment consultation; financial planning for retirement; financial services, namely, providing an investment option available for term life insurance, and whole life insurance products; insurance services, namely, underwriting, issuance and administration of term life insurance and whole life insurance; consultancy services relating to term life insurance and whole life insurance; providing a website featuring information in the field of finance, insurance, and investment

Educational services, namely, conducting courses, programs, seminars, webinars, webcasts, and podcasts in the field of finance, insurance, and investment; Providing a website featuring non-downloadable videos and non-downloadable publications in the nature of articles, case studies, blog entries, and journals in the field of finance, insurance, and investment; providing a website with links to the websites of others featuring information and publications in the field of finance, insurance, and investment