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 planstrust services, namely, investment and personal trust servicesfinancial retirement plan consulting and administrative services relating to nonqualified deferred compensation plansfinancial services in the nature of an investment securityinvestment management servicesmutual fund investment, distribution and brokerageinvestment, distribution and brokerage of funds for others, said funds comprised of registered and non-registered securitiesfinancial administration of employer-provided and individual pension and fixed investment income plansregistered investment advisory services and broker-dealer securities services, namely, broker-dealer financial services in the field of securities and providing investment advisory servicesestate planningfinancial planninginsurance administration in the field of life, disability, dental, vision, critical illness, accident, accidental death and dismembermentfinancial administration and financial consulting in the field of employee benefit plans, namely, deferred compensation benefit plans, defined benefit pension plans, and defined contribution plans such as profit sharing, employee retirement plans 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 dental insurancereal estate mortgage lending and procurement of mortgage assets for othersmaintaining real estate mortgage escrow accountsreal estate investment servicesreal estate management servicesreal estate services, namely, leasing 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, insurance claims processingbanking services, namely, savings account services, brokerage of money market funds, the provision of certificates of deposit held in IRAs