PROTECT WEALTH, CREATE WEALTH FOR LIFE

Owners

Goods & Services

Insurance actuarial services; insurance administration; administration of employee benefit plans and pension plans; administration of prepaid healthcare plans; financial analysis and consultation; annuity underwriting; insurance brokerage; investment brokerage; mutual fund brokerage; security brokerage; stock brokerage; capital investment consultation; claims adjustment in field of insurance; insurance claims administration; insurance claims processing; fund investment consultation; insurance consultation; electronic processing of insurance claims and payment data; financial planning and portfolio management; underwriting insurance for prepaid healthcare; organizing prepaid healthcare plans; life insurance underwriting; medical insurance underwriting; investment management; investment of funds for others; financial services in nature of investment security; mutual fund distribution; re-insurance underwriting

Educational services, namely, arranging and conducting educational conferences; entertainment services in the nature of automobile races; development and dissemination of educational materials in the field of insurance and annuities for others; educational services, namely, conducting classes; seminars; conferences and workshops in field of insurance and annuities; entertainment in nature of golf tournaments

Business acquisition and merger consultations; cost management for the healthcare benefit plans of others