Underwriting, issuance and administration of annuities; Annuity services, namely, account and investment administration; Financial investment services; Financial advisory services; Insurance brokerage services; Insurance services, namely, underwriting, issuing and administration of life insurance; Brokerage in the field of annuities and insurance; Financial services, namely, wealth management services; Financial asset management; Providing information, news, opinions or advice in the fields of financial management, saving and financial planning and retirement financial planning, including via computer and communication networks, the internet, or social media; Financial investment brokerage services; Broker-dealer financial services in the field of securities, stocks, bonds, and mutual funds