36 Investment advisory services and financial investment services in the fields of financial and investment planning for individuals, namely, estate planning, college funding, retirement planning, mutual funds, variable annuities, and asset allocation; insurance services for individuals, namely, life, health, disability, long-term care, variable universal life, and Medicare supplements; employee benefits, namely, developing health insurance, dental insurance, disability insurance, 401(k), IRA, pension and profit sharing, and cafeteria plans; and business planning, namely, executive benefit plans, key person insurance, and buy-sell funding
Trademark: 76229047
