Agency and brokerage services for sale of insurance to individuals, namely, life insurance, long term care insurance, homeowners and real estate insurance, motor vehicle insurance, tenants insurance and umbrella insurance; agency and brokerage services for sale of insurance to businesses, namely, group health, life, disability and dental insurance, property and casualty insurance; agency and brokerage services for sale of financial services, namely, employee benefit [ and retirement programs; ] consulting, advising, arranging and management of insurance services for individuals and businesses; providing assistance to insured parties in the submission and processing of claims; "INSURANCE SERVICES"
Class 035: [ Preparation of reports relating to finance and investments for business and commercial purposes; providing financial indices of select bonds to enable consumers to evaluate investments and market trends in the bond market; providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; business advice and information relating to loans, finance, and capital ]; Class 036: Savings bank services; commercial lending services; consumer lending services; financial services, namely, money lending; mortgage lending; ATM banking services; banking and financing services; banking consultation; on-line banking services; mortgage banking; telephone banking services; checking account services; providing personal loans and lines of credit; arranging of loans; credit and loan services; financial loan consultation; financial consulting; advice relating to investments; advisory services relating to credit and debit control, investments, grants, and financing of loans; annuity services, namely, account and investment administration and the investment and distribution of annuity funds; brokerage services for capital investments; capital investment consulting and capital investment services; equity capital investment; financial services, namely, investment advice, investment management, investment consultation, investment fund transfer and transaction services; financial services in the nature of an investment security, and investment of funds for others, including private and public equity and debt investment services; fund investment consultation and fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; investment banking and investment advisory services; maintaining escrow accounts for investments; real estate escrow services; merchant banking and investment banking services; monitoring financial markets for investment purposes; providing information and advice in field of finance, financial investments, financial valuations, and the financial aspects of retirement; real estate investment services; real estate funds investment services; real estate investment trust services and advisory and management services related thereto; trust services, namely, investment and trust company services. estate trust management and planning; financial trust planning, operation, administration; providing student loans, information, and services; home equity loans; loan financing; installment loans
