Class [036]
Insurance & Financial Services

Financial planning and investment advisory services; financial services, namely, wealth management services; financial retirement plan consulting services; insurance policy review, namely, determining the amount of insurance, namely, life, long term care, and disability insurance that is needed and uncovering any gaps that exist; group voluntary insurance benefits review, namely, determining gaps in employer coverages that exist, including life, short or long term disability, or critical illness; and providing supplemental insurance offerings through payroll deduction