STRONG RELIABLE TRUSTWORTHY FORWARD-THINKING

Class [036]
Insurance & Financial Services

Insurance services in the field of life insurance and health insurance, namely, life insurance and health insurance underwriting, life and health insurance agency services, and life and health insurance administration; annuity underwriting; annuity services, namely, account and investment administration, and the investment management and distribution of annuity funds; reinsurance services, namely, life retrocession, namely, reinsurance underwriting services for the transfer of all or part of a life reinsurance risk from one reinsurer to another reinsurer, and property and casualty retrocession, namely, reinsurance underwriting services for the transfer of all or part of a property or casualty reinsurance risk from one reinsurer to another reinsurer; financial services, namely, wealth management services; financial planning and financial advisory services; savings and retirement services, namely, financial administration of employee pension plans; business, stock option and pension valuation services; pension fund services, namely, financial administration of pension plans and deferred profit shaping plans; financial planning for retirement, and retirement fund financial management services; tax and estate planning services; investment services, namely, investment advisory services and investment banking services, and investment management services; financial services, namely, trading in financial instruments; financial services, namely, trading in securities; mutual fund brokerage, financial management, distribution and investment services; private placement of hedge funds, private equity funds, securities and derivatives for others; and capital investment services; banking services; trust services, namely, trust company services; financial services, namely, money lending; consumer lending services; real estate development, leasing of real estate, real estate management services, real estate brokerage; real estate investment services; mortgage brokerage and lending services; providing financial and insurance information through the provision of computerized projections, comparisons and analyses to insurance agents, brokers, and financial sales persons all for financial purposes; financial investment brokerage services for the selling of investment funds, mutual funds, pooled funds, wrap account products, segregated funds, and securities-based investment products by brokers, dealers and financial advisors; providing a website featuring educational information in the fields of insurance and financial planning