EQUIPOINT

Owners

Goods & Services

Insurance brokerage services; financial planning consultation services; financial planning services; financial planning services in fields of wealth preservation, estate planning, and retirement planning; insurance underwriting, brokerage, claims processing and claims administration in the fields of life insurance, disability insurance, health insurance, and long term care insurance; management and distribution of annuities, mutual funds, money market accounts, savings accounts, and financial assets; providing financial valuation of insurance agencies; financial valuation services; business valuation services; insurance agency services; financial services, namely money lending; mortgage lending services; reverse mortgage lending and servicing of reverse mortgages; mortgage lending, namely providing loan origination services, home equity conversion mortgages, and credit line mortgages; providing reinsurance underwriting services and brokerage services; providing reinsurance underwriting services, brokerage services, claims processing and claims administration in the fields of life insurance, disability insurance, health insurance, and long term care insurance