Insurance and financial services, namely, estate planning services; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; insurance underwriting, administration and agency services in the fields of life, health, property and casualty, disability, long term care, and annuities; stock and fund investment consultation; securities and commodities brokerage services; mutual f...

Insurance and financial services, namely, estate planning services; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; insurance underwriting, administration and agency services in the fields of life, health, property and casualty, disability, long term care, and annuities; stock and fund investment consultation; securities and commodities brokerage services; mutual f...