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; 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 |