SUREPATH

Class [036]
Insurance & Financial Services

Financial services, namely, underwriting, issuance and administration of annuities; annuities brokerage; investment management of and distribution of annuities; mutual fund investment, distribution, brokerage, planning, advisory, analysis, development, and capital investment services; investment management and advisory services; investment services, namely, investment management services for funding retirement; pension fund and retirement plan management services, namely, investment of pension and retirement funds for others, and financial administration of employee pension and retirement plans; financial retirement planning services; estate planning services; corporate financing services; investment banking services; capital investment consultation services; investment brokerage services, namely, private and public sales of loans and loan portfolios; securities and commodities brokerage and underwriting services; financial clearing house services; banking services; financial portfolio asset management services; financial planning services; estate planning services; financial information provided by electronic means; financial research services; loan financing services; mortgage financing services; home equity loans; real estate brokerage, leasing and management services; the purchase and sale of real estate, securities and commodities for others or in connection with fund management; and securities and commodities brokerage and underwriting services; Insurance services, namely, insurance underwriting, administration, and agency services for all types of insurance; underwriting of defined contribution plans; providing insurance information, financial information, and insurance and financial research via on-line means