Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial research services; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial forecasting; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial portfolio analysis services; Financial research; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Individual retirement account services; Insurance agencies; Insurance agencies in the field of home, accident, life; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage in the field of home insurance, accident insurance; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities; Investment of funds for others; Life insurance brokerage; Insurance underwriting consultation; Accident insurance underwriting services; Insurance underwriting services for all types of insurance; Insurance services, namely, administration of life, accident, long term care, disability, and property and casualty insurance; Consulting and information concerning insurance; Insurance consultancy; Insurance consultation; Insurance underwriting consultation; Financial consultancy and insurance consultancy; Consultancy services relating to insurance; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance and financial information and consultancy services; Insurance services, namely, insurance eligibility review and verification and consultation in the fields of life, accident, long term care, disability, and property and casualty insurance; insurance services, namely, consulting and administration of life insurance, variable life insurance, fixed life insurance, variable annuities, fixed annuities, accident insurance, long term care insurance, disability insurance, and property and casualty insurance