TRUST OUR FAMILY BUSINESS...WITH YOURS. Trademark

Administration of employee benefit plans concerning insurance and finance; Administration of benefit plans concerning insurance and finance; Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Brokerage in the field of insurance and benefits; Consulting and information concerning insurance; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Design and development of insurance policies for others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial consultancy and insurance consultancy; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services, namely, advising others regarding intellectual property investments; Financial evaluation for insurance purposes; Financial information provided by electronic means in the field of financial advising; Financial investment brokerage; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Insurance agencies; Insurance agencies in the field of insurance; Insurance agency and brokerage; Insurance and financial information and consultancy services; Insurance brokerage; Insurance brokerage in the field of prize indemnity; Insurance brokerage in the field of insurance; Insurance brokerage services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance consulting in the field of all insurance; Insurance information; Insurance services, namely, writing property and casualty insurance; Investment advisory services; Investment brokerage; Investment consultation; Investment management; Life insurance brokerage; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing detailed information regarding available insurance products for commercial property and casualty, professional and personal lines; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information about healthcare insurance plans; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information in insurance matters; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment services; Strategic corporate financial advisory services; Strategic financial advisory services