C S

Owners

Goods & Services

Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Financial advice and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management; Financial research; Financial retirement plan consulting services; Financial risk management consultation; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, wealth management services; Insurance consulting in the field of property, casualty, medical, dental, international, automobile, life, fire, flood, homeowner, renter, landlord, recreational vehicle, disability, long-term care, short-term care, commercial, business overhead, workers compensation, and general liability insurance; Insurance information and consultancy; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of workers' compensation; Providing vehicle insurance rate quotes

Administration of business payroll for others; Data compiling and analyzing in the field of insurance; Financial records management; Promotion of financial and insurance services, on behalf of third parties