Consulting and information concerning insurance; Financial consultancy and insurance consultancy; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, broker/dealer services on securities exchanges and over-the-counter markets; 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 services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance brokerage; Life insurance brokerage

'account':33 'advic':61 'advisori':15 'annuiti':91 'avail':88 'broker/dealer':46 'brokerag':98,101 'client':28 'concern':4 'consist':29 'consult':1,7,10,65 'counter':55 'debt':78 'equiti':38,76 'exchang':50 'financi':6,11,17,43,57,81 'fix':40 'fund':36,69 'high':25 'includ':72 'incom':41 'inform':3 'insur':5,9,95,97,100 'invest':14,42,60,62,64,67,79,86 'life':94,99 'manag':63 'market':56 'mutual':35 'name':19,45,59,83 'net':26 'offer':23 'option':87 'other':71 'over-the-count':52 'plan':12 'portfolio':22 'privat':73 'product':96 'provid':84 'public':75 'secur':49 'separ':32 'servic':16,18,44,47,58,80,82 'total':21 'variabl':90,93 'worth':27

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