Class [36]
Insurance & Financial Services
Annuity 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 management of employee pension plans; personal trust services; financial services relating to nonqualified deferred compensation consulting and administrative services; financial services in the nature of an investment security; investment management services; mutual fund investment, distribution and brokerage; registered and non-registered securities investment of funds for others, distribution of funds for others and 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; estate planning; financial planning; financial evaluation for insurance purposes in the field of life, disability, dental, vision, critical illness, accident, accidental death and dismemberment; financial administration and consulting of employee benefit plans, namely, deferred compensation benefit plans, defined benefit pension plans, and defined contribution plans such as profit sharing, 401(k) and employee stock ownership plans; financial administration of 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; financial management of employee welfare benefit plans concerning pre-paid dental plans and claims administration, namely, claims processing; banking services, namely, savings account services, brokerage of money market funds, the provision of certificates of deposit held in IRAs.
