Classe 36
Annuity underwritinginvestment management of and distribution of annuitiesissuance and administration of annuitiesannuity services, namely, account and investment administrationfunds investmenttrust and custodial services for retirement plans, namely, investment of funds for others in the field of mutual funds and individual retirement accountsfinancial administration of employee pension planspersonal trust servicesnonqualified deferred compensation consulting and financial administrative servicesfinancial services in the nature of an investment securityinvestment management servicesmutual fund investment, distribution and brokerageregistered and non-registered securities investment of funds for others, distribution of funds for others and brokeragefinancial administration of employer provided and individual pension and fixed investment income programsregistered investment advisory services and broker-dealer securities services, namely, brokering and trading in securities and providing investment advisory servicesestate planningfinancial planningfinancial administration of insurance in the field of life, disability, dental, vision, critical illness, accident, accidental death and dismembermentfinancial 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 Plansfinancial administration of cafeteria plans and other employee benefit plansinsurance underwriting and brokerage services for groups and individuals in the fields of life, disability and dentalreal estate mortgage lending and mortgage asset procurement for othersmaintaining real estate mortgage escrow accountsreal estate investment servicesreal estate management servicesleasing of commercial real estatefinancial investment in the field of real estate developmentadministration of employee welfare benefit plans concerning pre-paid dental plans and claims administration, namely, claims processingbanking services, namely, savings account services, brokerage of money market funds, the provision of certificates of deposit held in IRAs