Financial advice and consultancy services; Financial planning and investment advisory services; Financial retirement plan consulting services; Financial services, namely, debt resolution services in the nature of debt settlement and elimination; 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 services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Financial planning for retirement; Insurance consulting in the field of disability, life, and long-term care insurance; Insurance services, namely, underwriting, issuance and administration of disability insurance; Insurance services, namely, underwriting, issuing and administration of life insurance; Providing financial services with respect to securities and other financial instruments and products, namely, money management services