36 Annuities underwriting; investment management of and distribution of annuities; issuance and administration of annuities; Annuity services, namely, account and investment administration; funds investment; trust and custodial services for retirement plans, namely, investment of funds for others in the field of mutual funds and individual retirement accounts; financial administration of employee pension plans; financial services in the nature of an investment security; investment management services; mutual fund investment, mutual fund distribution and mutual fund brokerage; financial administration of employer provided and individual pension and fixed investment income programs; registered investment advisory services and broker-dealer securities services, namely, brokering and trading in securities and providing investment advisory services; banking services; [ consumer loan financing; ] financial consulting in the field of pension plans; estate planning; financial planning; financial administrative services of insurance in the fields of life, disability, dental, [ prescription drug, ] vision and accidental death and dismemberment; financial administration of employee benefit plans, namely, deferred compensation benefit plans, profit sharing plans, cafeteria plans and other employee benefit plans; insurance underwriting and brokerage services for groups and individuals in the fields of life, disability and dental; real estate mortgage lending and mortgage asset procurement for others; maintaining real estate mortgage escrow accounts; real estate investment services; real estate management services; leasing of commercial real estate; financial investment in the field of real estate development; providing financial administration services to employee welfare benefit plans and pre-paid dental plans and claims administration, namely, claims processing [ ; and retail commercial banking services, namely, checking, savings, money market, credit cards, certificates of deposit, mortgage loans, commercial real estate lending, and corporate banking services ]
Trademark: 85811459
