Underwriting, issuing, and administration of life insurance contracts as funding mechanisms to finance nonqualified benefit plans; insurance and investment product development services, namely, custom designing of life insurance contracts, investments accounts and reports for customers; investment advisory and management services; investment account management services; investment asset allocation services; advisory and administration services in connection with selection and supervision of i...

General record keeping services and client reporting services in connection with group term life insurance, group variable life insurance, and group stable value contracts on behalf of corporations, employers and trusts established by employers