Financial planning; Financial planning consultation; On-line financial planning services; Financial advice, namely, budget planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Financial planning for retirement; Insurance underwriting services for all types of insurance; Insurance agencies; Insurance consultation; Insurance consultancy; Insurance information; Insurance brokerage; Insurance brokerage services; Life insurance brokerage; Providing insurance information; Preneed insurance brokerage; Insurance services, namely, viatical settlement services, life settlement services for insurance policyholders, and senior settlement services for insurance policyholders; Financial evaluation for insurance purposes; Investment management; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Providing information and research in the field of finance and financial investments; Investment consultation; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Advice relating to investments; Administration of employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Consulting services in the field of employee benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment