KNOWLEDGE CREATES OPPORTUNITY

Owner

Goods & Services

Financial management services; financial planning, financial life planning, financial analysis, financial forecasting and consultation, financial savings and investment consulting, investment funds and mutual funds investment consultation, investment advice and investment advisory services; managed investment accounts, and managed asset allocation accounts; insurance consultation; insurance brokerage services in the fields of life, annuities, and variable annuities, disability income, long-term-care, and variable life; insurance services, namely insurance administration and underwriting in the fields of life, fixed annuities and variable annuities, disability income, long-term-care, and variable life; employer and employee benefit plan consultation for executive benefits and group benefits; pension option analysis services in the nature of assisting prospective retirees in analyzing and selecting options from their employment benefit plans; wealth management services; risk management services; retirement planning services; estate planning and estate trust management services; philanthropic services concerning monetary donations; design and development of life insurance policies for others; financial planning and advisory services, namely, wealth transfer services and developing and managing charitable giving programs on behalf of wealthy individuals or families; financial planning for retirement