THE CONTINUOUS EVALUATION PROCESS

Owner

Goods & Services

Administration of employee pension plans; Administration of employee welfare benefit plans; Estate planning; Financial analysis and consultation; Financial consultation; Financial due diligence; Financial evaluation for insurance purposes; Financial forecasting; Financial investment in the field of securities; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services in the nature of an investment security; Financial services, namely assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely providing on-line stored value accounts in an electronic environment; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment fund transfer and transaction services; Fund investment consultation; Funds investment; Investment advice; Investment management; Investment management of and distribution of variable annuities; Investment of funds for others; Investment services, namely asset acquisition, consultation, development and management services; Mutual fund investment; Trust services, namely, investment and trust company services