SUMMITONE

Owners

Goods & Services

Financial services, rendered only to high net worth individuals, namely financial planning, financial advice and consultancy services; financial services, namely, financial management; financial services, namely, investment advice, investment management and investment consultation; financial services, namely, financial analysis and research services; Insurance services, rendered only after an in person consultation and the execution of a written agreement namely, consultancy regarding insurance planning, writing, underwriting, issuing, and administration in the fields of group and individual long-term care, life, health, disability and insurance; Agency and brokerage services for sale of insurance to individuals, namely, life insurance, long term care insurance; Agency and brokerage services for sale of insurance to businesses, namely, group, life, disability; Agency and brokerage services for sale of financial investment services, namely, employee insurance and finance benefits and retirement program plans; consulting, advising, arranging and management of insurance services for individuals and businesses; providing assistance to insured parties in the submission and processing of claims