36 Financial services, namely, wealth management services; investment advice; investment management; investment consultation; investment of funds for others; financial planning; financial planning for retirement; investment advisory services; financial administration of retirement plans; financial administration of employee retirement plans; financial asset management; financial risk assessment and financial risk management services; debt management and debt advisory services; private placements of private equity funds for others; private equity consultant services; management of private equity funds; investment management in the field of private equity; private credit and loan services; private real estate investment services; equity capital investment; estate planning; fiduciary services, namely, fiduciary representative services; insurance services, namely, underwriting, issuing policies for and administration of medical professional liability insurance, regulatory and compliance liability insurance, and cyber liability insurance; insurance risk management; insurance brokerage and insurance agency services; insurance information and consultancy; insurance administration; insurance claims processing and insurance administration; risk retention group insurance brokerage, consultation, and administration services for the healthcare industry; captive insurance brokerage, consultation, and administration services for the healthcare industry; insurance services, namely, underwriting, issuance of policies for and administration of captive insurance; savings account services; consulting services in the employee benefit plans concerning insurance and finance; financial analysis and consultation; reinsurance underwriting; insurance services, namely, underwriting, issuance of policies for and administration of life insurance, health insurance, accidental death and dismemberment insurance, and disability insurance
Trademark: 90254738
