investment consultation; securities and mutual fund investment; investment, annuity and mutual fund brokerage; insurance agency in the field of life, disability and long-term insurance; consultation in the fields of securities and mutual fund investment, investment and mutual fund brokerage, insurance and annuities; financial portfolio management

insurance underwriting, investment brokerage and/or management, and estate trust management, all associated with the prearrangement of funerals and the payment of funeral expenses on a prearranged basis