Insurance; financial affairs; monetary affairs; insurance services, namely, underwriting, brokerage, administration and agency services in connection with life, accident, disability and property insurance; underwriting and brokerage of life insurance policies; brokerage of annuity contracts; financial services, namely commercial and consumer lending and financing; banking services; credit and debit card services; securities brokerage, trading, consulting and underwriting services for others; investment management, planning and consulting; investment banking services; providing credit consultation and inquiry services; providing information on credit education