Insurance services; brokerage, consulting, administration, management, risk management, actuarial, claims, and underwriting services; claims administration and adjustment services provided as part of insured or self-insured programs; services in the fields of appraisals, consulting, and analysis of medical and disability insurance claims; services in the fields of financial analysis, evaluation, information, management and consultancy; mutual fund services; mutual fund management services; investment counseling, consulting services and investment advice; brokerage, consulting, counseling, administration, management, and underwriting services in the fields of securities, mutual funds, insurance, annuities, and combinations thereof; financing services; fiscal assessments and valuations; insurance consultancy services in the field of motor vehicle fleet safety; collection services

Educational programs and training services in the areas of investing, mutual fund management, financial investment advice, financial planning, mutual fund investments, insurance, annuities, and underwriting, and combinations thereof; occupational training and educational services in the fields of health, safety, environmental, motor vehicle fleet safety, medical assessment, substance abuse assessment, health safety and travel assessment, and combinations thereof; training services; training in the fields of securities, mutual funds, insurance, annuities and combinations thereof; occupational health and safety training; motor vehicle fleet safety training