Goods and Services | Financial advice and consultancy services; Financial advisory and consultancy services; Financial analysis and consultation; Financial research services; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial evaluation for insurance purposes; Financial forecasting; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial portfolio analysis services; Financial research; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Funds investment; Individual retirement account services; Insurance agencies; Insurance agencies in the field of home, accident, and life; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance information and consultancy; Investment management of and distribution of variable annuities; Investment management of and distribution of annuities; Investment of funds for others; Life insurance brokerage; Insurance underwriting consultation; Accident insurance underwriting services; Insurance services, namely, administration of life, accident, long term care, disability, and property and casualty insurance; Consulting and information concerning insurance; Insurance consultancy; Insurance consultation; Insurance underwriting consultation; Financial consultancy and insurance consultancy; Consultancy services relating to insurance; Insurance and financial information and consultancy services; Insurance services, namely, insurance eligibility review and verification and consultation in the fields of life, accident, long term care, disability, and property and casualty insurance; insurance services, namely, consulting and administration of life insurance, variable life insurance, fixed life insurance, accident insurance, long term care insurance, disability insurance, and property and casualty insurance; financial consulting and administration of variable and fixed annuities |