Financial planning, namely, advisory and consultancy services for wealth protection, insurance, estate planning, and brokerage in the field of insurance, annuities, and life settlements

marketing consultation in the field of financial planning, investment, insurance, brokerage and outsourcing services

Educational services, namely, conducting tutorial sessions, non-downloadable webinars, seminars and workshops, all in the field of utilization management and utilization review, revenue cycle management, billing and regulatory updates and compliance as they relate to healthcare, healthcare management, and healthcare regulatory compliance