Insurance; financial affairs; monetary affairs; real estate affairs; insurance services, namely, underwriting, brokerage, administration and agency services in connection with life, accident, disability, property and casualty, homeowners, auto, credit, debt protection and fire; financial services, namely commercial and consumer lending and financing; banking services; credit card services; securities brokerage, trading consulting and underwriting services for others; investment management, planning and consulting; investment banking services; real estate and mortgage brokerage; and underwriting and brokerage of property, casualty and life insurance policies and annuity contracts