Promotion of financial and insurance services of others in areas of life, health, disability, long-term care, property and casualty and business and income protection insurance; business management and planning services; business services, namely, identification of lending sources and business succession planning services; tax planning services

'area':10 'busi':23,28,33,41 'care':18 'casualti':21 'disabl':14 'financi':3 'health':13 'identif':36 'incom':25 'insur':5,27 'lend':38 'life':12 'long':16 'long-term':15 'manag':29 'name':35 'other':8 'plan':31,43,46 'promot':1 'properti':19 'protect':26 'servic':6,32,34,44,47 'sourc':39 'success':42 'tax':45 'term':17

Financial services, namely, estate planning services, financial planning services, retirement planning, investment consultation and investment of funds for others; administration of employee benefit plans concerning insurance and finance; valuation of businesses and real estate

'administr':20 'benefit':23 'busi':31 'concern':25 'consult':13 'employe':22 'estat':4,34 'financ':28 'financi':1,7 'fund':17 'insur':26 'invest':12,15 'name':3 'other':19 'plan':5,8,11,24 'real':33 'retir':10 'servic':2,6,9 'valuat':29

SUN WEALTH MANAGEMENT

Owners

Goods & Services