36
Annuity underwriting; investment management of and
distribution of annuities; issuance and administration of
annuities; annuity services, namely, account and investment
administration; funds investment; trust and custodial
services for retirement plans, namely, investment of funds
for others in the field of mutual funds and individual
retirement accounts; financial management of employee
pension plans; personal trust services; financial services
relating to nonqualified deferred compensation consulting
and administrative services; financial services in the
nature of an investment security; investment management
services; mutual fund investment, distribution and
brokerage; registered and non-registered securities
investment of funds for others, distribution of funds for
others and brokerage; financial administration of employer
provided and individual pension and fixed investment income
programs; registered investment advisory services and
broker- dealer securities services, namely, brokering and
trading in securities and providing investment advisory
services; estate planning; financial planning; financial
evaluation for insurance purposes in the field of life,
disability, dental, vision, critical illness, accident,
accidental death and dismemberment; financial administration
and consulting of employee benefit plans, namely, deferred
compensation benefit plans, defined benefit pension plans,
and defined contribution plans such as profit sharing,
401(k) and employee stock ownership plans; financial
administration of cafeteria plans and other employee benefit
plans; insurance underwriting and brokerage services for
groups and individuals in the fields of life, disability and
dental; real estate mortgage lending and mortgage asset
procurement for others; maintaining real estate mortgage
escrow accounts; real estate investment services; real
estate management services; leasing of commercial real
estate; financial investment in the field of real estate
development; financial management of employee welfare
benefit plans concerning pre-paid dental plans and claims
administration, namely, claims processing; banking services,
namely, savings account services, brokerage of money market
funds, the provision of certificates of deposit held in
IRAs
Die Bezeichnungen wurden automatisch übersetzt. Übersetzung anzeigen