Capital investment; Capital investment services; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Insurance agency and brokerage; Insurance brokerage; Insurance brokerage services; Investment advice; Investment advice in the fields of retirement planning and retirement investing; Investment advisory services; Investment consultation; Investment consultation in the fields of retirement planning and retirement investing; Investment management; Investment management in the fields of retirement planning and retirement investing; Investment of funds; Investment of funds for others in the fields of mutual funds, municipal bonds, and securities; Investment of funds for others; Life insurance brokerage; Brokerage services for capital investments