Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Annuity underwriting; Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; 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; Financial portfolio analysis services; Financial retirement plan consulting services; Insurance agencies; Insurance agencies in the field of annuities insurance; Insurance agency and brokerage; Insurance consultancy; Insurance consultation; Insurance consulting in the field of annuities insurance; Insurance and financial information and consultancy services; On-line financial planning services; Financial consultancy and insurance consultancy