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Business administration services; business management services, business consolidation services, business consulting services; distribution of financial services, namely insurance, financial planning, estate planning, tax planning, benefits planning, investment advisory and investment management services; financial product development and marketing, namely, development and marketing of insurance products, variable insurance products, asset allocation products, wealth creation products, investment products, hedge fund products, and investment consulting products; and financial services-related technology development and marketing, namely development and marketing of trading systems, client account systems, financial planning and modeling systems, calculators, broker productivity tools and commission system payouts, and the distribution and provision of access to all of the foregoing products and services
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