Estate planning; estate trust planning; providing life insurance brokerage services, namely, private placement insurance and securing insurance coverage

'brokerag':9 'coverag':18 'estat':1,3 'insur':8,14,17 'life':7 'name':11 'placement':13 'plan':2,5 'privat':12 'provid':6 'secur':16 'servic':10 'trust':4

Business succession planning; business management consulting in the nature of executive compensation planning

'busi':1,4 'compens':12 'consult':6 'execut':11 'manag':5 'natur':9 'plan':3,13 'success':2

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