Insurance administration; Insurance agency services; insurance underwriting in the fields of life, accident, and fire; health insurance underwriting; dental health insurance underwriting; financial and investment services, namely, financial planning and investment advisory services; group and individual life and disability insurance underwriting services; retirement planning services, namely, financial planning for retirement; retirement fund management; financial analysis and consultation; financial asset management; annuity underwriting and administration; insurance brokerage; insurance agency and brokerage services, namely, assisting in the purchase and sale of insurance and insurance products; administration of employee benefit plans concerning insurance and finance; fiduciary representative services; electronic funds transfers; investment advice; investment management; money management; investment fund management; retirement investment management; providing information in the fields of insurance, financial, and investment services via digital or on-line means and platforms, including through mobile apps, websites and social media platforms; insurance underwriting in the fields of dental, accidental, critical illness and pet insurance provided through digital or on-line means and platforms, including mobile apps, websites and social media platforms; advising on and administering a network of financial, insurance, investment, retirement and annuity advisors and agents