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Goods & Services

Financial administration of retirement plans; financial advice; financial advisory and consultancy services; financial advisory and consultancy services relating to retirement products and services; financial consultation; financial asset management; financial information and advisory services; financial management; financial planning; financial management of employee pension plans; investment advisory services; financial planning consultation; financial planning for retirement; financial portfolio management; financial services, namely, mortgage planning, mortgage refinancing, debt management and debt settlement; debt consolidation and counseling services; financial planning for retirement; individual and group retirement account services; providing information and advice in the field of financial investments and the financial aspects of retirement; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; financial services, namely, providing an investment option available for annuity and insurance products; investment management of and distribution of annuities and variable annuities; issuance and administration of annuities; debt cancellation services using proceeds of life, disability and unemployment insurance; debt advisory services; financial services, namely, raising debt and equity capital for others; financial services, namely, operation and management of collective investment vehicles and trading for others of securities, options, futures, derivatives, debt instruments and commondities; brokerage in the field of retirement and pension plans