Insurance; financial affairs; monetary affairs; real estate affairs; insurance and financial services, including, insurance underwriting, administration and agency services in the fields of life, health, property and casualty, disability, long term care, and annuities; pension fund and retirement plan management services, including, investment of pension and retirement funds for others, and administration of employee pension and retirement plans; mutual fund and unit investment trust brokerage, distribution and investment services; investment advisory and management services; asset management services; financial planning services; investment banking services; commercial banking services; investment brokerage services; securities brokerage and underwriting services; commodities brokerage and underwriting services; credit card and debit card services; financial, tax and estate planning services; providing financial, insurance and real estate information by electronic means; loan financing services; mortgage financing services; home equity loans; investment consultation services; real estate brokerage, real estate leasing and real estate management services; and real estate investment services; research services in the fields of finance, insurance and real estate; administration, underwriting and marketing of real estate funds; managing real estate investments on behalf of third-party investors