Annuity underwriting; Brokerage in the field of annuities, insurance, and investments; Financial planning; Financial advice and consultancy services; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Insurance agency and brokerage; Investment management of and distribution of annuities; Issuance and administration of annuities