ADVISORY SERVICES IN THE FIELDS OF UNDERWRITING, FINANCIAL PRODUCT ANALYSIS, CARRIER FINANCIAL DUE DILIGENCE AND CASE DESIGN, NAMELY, FINANCIAL PORTFOLIO ANALYSIS SERVICES; BROKERAGE SERVICES FOR PERSONAL PROPERTY AND CASUALTY INSURANCE; CLAIMS ADMINISTRATION SERVICES FOR PERSONAL PROPERTY AND CASUALTY INSURANCE; INSURANCE AGENCY SERVICES; AND ADVISORY SERVICES IN THE FIELDS OF INVESTMENT, WEALTH MANAGEMENT, FINANCIAL RETIREMENT PLANNING AND LIFE INSURANCE SETTLEMENT