Insurance services, namely, underwriting, issuing and administration of life insurance; annuity services, namely, account and investment administration; annuity underwriting; reinsurance underwriting; financial planning for retirement; financial consulting; strategic financial advisory services; actuarial services

Financing and loan services; arranging of loans; consumer lending services; financial services, namely, financial management of investments in collateralized loan obligations; investment management services; investment advisory services; loan syndications; investment management and distribution of shares of pooled investment vehicles, namely, collateralized loan obligations; trading of collateralized loan obligations; issuing securities; securities brokerage services; underwriting, trading an...