Investment management and investment advisory services; Providing information in the field of personal finance, namely, personal financial planning and financial planning for retirement; Providing information and advice in the field of finance and financial investments in particular advice on finance during retirement; Tax-efficient investing services and advising on tax-efficient investment strategies in the nature of investment in public equities, asset acquisition, fixed income investing, ...

providing support and assistance to brokers and agents with respect to the sale of life and health insurance, annuities, pension and other retirement products; providing advanced planning, financial planning, estate planning; sales management, underwriting, recordkeeping, application processing, and other administrative services; creation of marketing strategies; creation and distribution of marketing materials; recruitment and training of general agencies to market the products of insurers; ...