Charitable foundation services, namely, providing financial assistance for programs and services of others; Charitable foundation services, namely, providing financial support to individuals who are seeking to be with family during the holidays but are unable due to financial constraints; Charitable foundation services, namely, providing fundraising activities and investment management services to support medical education and research and procedures for those in need; Charitable foundation s...

Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial advice and consultancy services; Financial advisory and consultancy services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services