36 Financial analysis; financial data analysis; financial analysis, namely, compiling and analyzing statistics, data, and other sources of information for financial purposes; financial planning; financial forecasting; life-event planning for financial investment purposes; estate planning; financial investment brokerage services; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures, mutual funds and other securities, and the investment of funds for others; providing on-line financial services, namely, the ability to access personal accounts, perform on-line trading in the field of stocks, obtain investment brokerage services and purchase of savings bonds and stocks and insurance, and obtain financial information via electronic means and use on-line financial calculators; providing the issuance and management of stock certificates backed by loan portfolios which are subsequently managed to ensure the integrity of the certificates; financial administration of qualified and non-qualified retirement plans and investment platforms; financial administration of employee pension plans as a third-party administrator; ERISA fiduciary services for retirement plans, namely, ERISA fiduciary representative services for retirement plans; administration of executive benefits plans and employee benefit plans both concerning insurance and finance; financial consultation; financial retirement plan consulting; financial advice; providing financial and insurance advisory services and consulting services; providing financial advisory services and programs, namely, analysis, advice, and recommendations on personal investment, products, retirement, and life-event planning for financial investment purposes; providing financial advisory services to advisors, employers, and their employees; financial services, namely, providing financial advisory services and programs to advisors, employers, and their employees, namely, analysis, advice, and recommendations on investment, products, retirement, and life event planning for financial investment purposes; insurance and financial services, namely, providing financial advisory services and programs to consumers, namely, analysis, advice, and recommendations on personal insurance and investment products, retirement, and life-event planning for financial investment purposes; providing information in the field of finance, financial investments, financial valuations, and retirement planning; assessing insurance claims; insurance claims processing; insurance brokerage services; insurance premium rate computing; insurance actuarial services; actuarial consulting services; insurance services, namely, underwriting, administration, and brokerage of life, disability, accidental death and dismemberment, reinsurance, and annuity insurance; computer services, namely, providing a website, for gathering information about life insurance, obtaining personalized life insurance needs analysis, providing price quotes, and applying on-line for such insurance, policy issuance and delivery and receiving on-going policyholder services providing enrollment for accidental death and dismemberment insurance via the Internet; management of accidental death and dismemberment insurance enrollment processes, namely, gathering applicants' personal information and reviewing the eligibility of applicants; insurance services, namely, administration and brokerage of automobile, motorcycle, recreational vehicle, boat, umbrella, home and health insurance, cyber and security incident insurance, worker's compensation insurance, and mortgage and creditor-placed insurance; Medicare supplement, variable annuity, and long-term care insurance brokerage services; property and casualty and fidelity insurance services, namely, administration, brokerage and underwriting property and business liability insurance, fidelity bonds, professional liability insurance, credit card fraud insurance, property, management liability insurance, fiduciary liability insurance, lenders liability insurance, employment practices liability insurance, blanket collateral protection insurance, public officials liability insurance and business auto insurance; administration and brokerage of mechanical breakdown insurance; administration and underwriting of health and medical insurance for animals and pets; pre-need life insurance, namely, pre-paid funeral expense and final needs services; insurance and financial services, namely, providing financial assistance to families and individuals for necessities of life and emergency expenses in the event of an unforeseen financial hardship due to an extended illness or disability, layoff, job elimination, business closing or an employer-initiated termination or separation from employment; financial services, namely, debt deferment or elimination upon occurrence of certain events to borrower such as unemployment, disability, and death whereby the lender may or may not elect to insure the related contractual risk; consumer lending services; providing lending program plans to financial institutions in the nature of consumer lending services mortgage lending services; providing complementary products and protections for consumer loans through financial institutions to protect the loan and/or collateral for the borrower, namely, underwriting credit insurance, providing underwriting and financial administration in the fields of debt protection plans, guaranteed asset protection plans, and automobile mechanical repair service contracts, and providing administration of mortgage insurance and collateral protection insurance; financial analysis services in the field of consumer financial behavior for the financial services industry; financial data and analytics consulting services for financial institutions; providing a website containing financial and investment data, research, information and product recommendations, information, analysis, and predictions in the field of financial service trends; providing an on-line knowledge repository for information relating to financial and investment data, research, product recommendations, analysis, and predictions in the field of financial service trends; providing a web site featuring information in the field of fiduciary due diligence; providing a web site featuring information in the field of financial literacy; providing online-financial services for advisors, employers, and their employees, namely, providing an internet website portal featuring financial information relating to personal accounts, providing financial information via global computer network and internet, and providing on-line financial calculators; financial services, namely, providing an investment option available for variable annuity and life insurance products, and proprietary trading in stocks, bonds, mutual funds, securities, options, equities, fixed income products and annuities; insurance and financial management services for financial institutions; providing trust services, namely, investment and trust company services; charitable foundation services, namely, providing financial assistance for programs and services of others; charitable foundation services, namely, charitable fundraising to provide funding, grants, scholarships and/or financial assistance for others, and/or programs and services of others; charitable foundation services, namely, providing fundraising activities, supplemental funding, capital improvement funding, scholarships, and financial assistance for programs and services of others; providing venture capital, venture capital financing, development capital, private equity, and investment funding; credit scoring services; financial administration of vehicle protection service plans for credit institutions other than banks, namely, co-operative credit associations, individual financial companies, and financial lenders; administration of extended warranties for land vehicles; extended warranty services, namely, vehicle service contracts