36
Annuities 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 administration of employee
pension plans; financial services in the nature of an
investment security; investment management services; mutual
fund investment, mutual fund distribution and mutual fund
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;
banking services; financial consulting in the field of
pension plans; estate planning; financial planning;
financial administration services of insurance in the fields
of life, disability, dental, vision and accidental death and
dismemberment; financial administration of employee benefit
plans, namely, deferred compensation benefit plans, profit
sharing plans, 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; providing financial administration services to
employee welfare benefit plans and pre-paid dental plans and
claims administration, namely, claims processing