Conducting workshops and seminars in the field of insurance, employee benefits, retirement and financial services, and in the field of broker dealer services, namely, mutual fund brokerage and distribution, municipal securities brokerage, and brokerage of variable life insurance and annuities

Insurance brokerage services; consultation in the field of employee benefits plans concerning insurance and finance; retirement services, namely, fiduciary representation, financial planning for retirement, providing information and advice in the field of financial planning for retirement for the transition from work to retirement, and providing information compiled from industry surveys regarding financial planning for retirement; financial services, namely, investment consultation; broker d...