Financial services, rendered only to high net worth individuals, namely financial planning, financial advice and consultancy services; financial services, namely, financial management; financial services, namely, investment advice, investment management and investment consultation; financial services, namely, financial analysis and research services; Insurance services, rendered only after an in person consultation and the execution of a written agreement namely, insurance planning, writing, underwriting, issuing, and administration in the fields of group and individual long-term care, life, health, disability and insurance; Agency and brokerage services for sale of insurance to individuals, namely, life insurance, long term care insurance agency and brokerage services for sale of insurance to businesses, namely, group, life, disability and agency and brokerage services for sale of financial services, namely, employee benefit, and retirement programs; consulting, advising, arranging and management of insurance services for individuals and businesses; providing assistance to insured parties in the submission and processing of claims