Life-insurance brokerage for agents and retail customers; insurance consultation services for life-insurance agents in the field of estate planning and charitable giving; brokerage services, namely, brokering funding sources and providing funding for the acquisition of life-insurance policies for viatical and life settlements; brokerage of life-insurance premium-finance programs; distribution of annuities

'acquisit':38 'agent':6,17 'annuiti':60 'broker':30 'brokerag':4,27,49 'charit':25 'consult':11 'custom':9 'distribut':58 'estat':22 'field':20 'financ':56 'fund':31,35 'give':26 'insur':3,10,16,42,53 'life':2,15,41,47,52 'life-insur':1,14,40,51 'name':29 'plan':23 'polici':43 'premium':55 'premium-fin':54 'program':57 'provid':34 'retail':8 'servic':12,28 'settlement':48 'sourc':32 'viatic':45

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