35
Business management and administration services in the field
of insurance and financial services, namely, life insurance,
annuities, disability income insurance, property and
casualty insurance, long term care insurance, IRAs, and
educational IRAs, mutual funds, managed money accounts, and
brokerage accounts; payroll preparation and processing
services; providing reports of payroll related tax
information to governmental agencies and to employers;
business management services in the field of human
resources; accounting and bookkeeping services; business
services in the field of human resources and payroll
management, namely, maintaining, updating and reporting
information about employee work schedules, payment
schedules, salaries, contact information and other
information pertaining to human resources and payroll
management, all by means of an Internet web site on to which
employers and/or employees have access for the purpose of
obtaining or providing updated information; consulting
services in the field of marketing financial services;
advertising services to promote public awareness in the
field of investment planning; consulting services in the
fields of business management, human resources, and business
organizational design
36
Annuity underwriting; annuity services, namely, account and
investment administration; financial services, namely,
providing an investment option available for variable
annuity and variable life insurance products; investment
management of and distribution of variable annuities;
providing financial services, namely, investment management
and administration, annuity contribution management and
administration, individual retirement account services,
pension services, investment trust services, insurance
coverage for death, total permanent disability and income
protection insurance policies, financing housing loans and
credit cards, financial planning services, and financial
administration of retirement savings products, including
on-line, Internet-based and telephone-enabled provision of
such services; mutual fund and stock brokerage services;
insurance services, namely, issuing variable annuity life
insurance policies; mutual fund investment services;
retirement fund investment services; investment management
services; financial planning; securities brokerage services;
money management services; financial analysis; investment
management; providing financial information by electronic
means; providing personalized investment information,
investment account management and securities brokerage
services; pension fund and retirement plan management
services, namely, investment of pension and retirement funds
for others, and administration of employee pension and
retirement plans; investment advisory and management
services; real estate investment services; corporate
financing services, namely, consultation in the field of
asset sales, consultation in the field of capital structure;
capital investment consultation services; investment
brokerage services, namely, private and public sales of
loans and loan portfolios; securities brokerage and
underwriting services; commodities brokerage and
underwriting services; mutual fund brokerage, distribution
and investment services; financial clearing house services;
credit card and debit card services, namely, processing of
credit and debit card payments; financial services, namely,
asset management services; financial planning services;
estate planning services; financial information provided by
electronic means; financial research services; mortgage
financing services; real estate brokerage services;
financial services, namely, underwriting and administering
annuities, insurance underwriting for all types of insurance
and defined contribution plans; investment services, namely,
investment management services for funding retirement;
retirement services, namely, investment, planning and
administering retirement plans; private equity consultant
services; private equity fund investment services;
investment of funds for others in the fields of municipal
bonds, securities, private and public equity; financial
services, namely, investment advice, investment management,
investment consultation and investment of funds for others,
including private and public equity and debt investment
services; financial portfolio management; investment
services, namely, asset acquisition, consultation,
development and management services; financial asset
management
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