Providing sales consultation services to external third party licensed broker dealer representatives and independent financial professionals, namely, providing business development services in the form of lead generation and marketing consultation for the sale of financial planning services and sale of insurance and investment products

Providing sales consultation services, namely, sales support services, in the form of assisting external third parties, namely, licensed broker dealer representatives, with operational business processing, namely, business development services, in the form of lead generation and marketing consultation for the sale of financial planning, insurance and investment products and marketing consulting for independent financial professionals