| Goods and Services | Brokerage in the field of employee benefits, commercial, and personal lines; Consulting and information concerning insurance; Fiduciary services, namely, fiduciary representative services; Financial advice; Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial consultancy and insurance consultancy; Financial consultancy services in the area of healthcare; Financial consulting; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial consulting services, namely, expert analysis in finance; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial management; Financial management of employee pension plans; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; 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; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, wealth management services; Financial trust planning; Financial valuations; Individual retirement account services; Information, advisory, consultancy and research services relating to finance and investments; Insurance agencies; Insurance agencies in the field of employee benefits, commercial, and personal lines; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of employee benefits, commercial, and personal lines; Insurance brokerage services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance consulting in the field of employee benefits, commercial, and personal lines insurance; Insurance information and consultancy; Insurance services, namely, writing property and casualty insurance; Investment advisory services; Investment management of and distribution of annuities; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Life insurance brokerage; Medical insurance case and utilization review and insurance claims adjustment services for healthcare purchasers and payors and providers and Medicare beneficiaries; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing a web site featuring personal financial information and financial advice; Providing a web site that assists financial professionals in the management of retirement accounts; Providing counseling and consulting in the field of healthcare benefits; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial consultation services to organizations and individuals; Providing financial information; Providing financial information regarding rating changes that affect financial portfolios via e-mail notification alerts; Providing financial information services to organizations and individuals; Providing financial information via a web site; Providing financial risk management services for electronic funds transfer, credit and debit card and electronic check transactions via a global computer network; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information about healthcare insurance plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; 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; Providing information in the field of financial stock and equity markets; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing insurance premium rate quotes via on-line, telephone and mail means; Providing investors with financial information; Provision of financial information |
