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Insurance; financial affairs; monetary affairs; real estate affairs
banking services; automated teller machine services; savings, checking and certificate of deposit account services; check card services; credit card services; debit card services; cash card services; stored value card services; deposit card services; online banking services; electronic payment services, namely, electronic processing and transmission of bill payment data; mortgage lending services; home equity lending services; consumer lending services; commercial lending services; equipment financing services; mortgage banking services, namely, origination, acquisition, servicing, securitization and brokerage of mortgage loans; providing investment and financial information, advice, consultation, management and brokerage services; financial portfolio management and analysis services; financial planning services; mutual fund consultation, brokerage, distribution, investment and transfer agent services; establishing and administering mutual funds for others; investment, management and distribution of fixed and variable annuities; retirement account management and distribution; financial and investment services, namely underwriting and brokerage of asset-backed securities of government sponsored entities, mortgage backed securities, us government securities, us treasury securities, municipal securities, bank certificates of deposit and investment securities backed by consumer loans, commercial loans, mortgage loans, home equity loans and equipment financing loans; insurance brokerage and agencies in the fields of home, renters, mortgage, earthquake, flood, long term health, medical, dental, vision, pet, boat, accidental death and accidental dismemberment; insurance services, namely, brokerage of insurance against loss due to identification and identity theft and fraud; brokerage of privacy protection insurance; brokerage of credit insurance; insurance brokerage and agency services in the field of home warranties; insurance underwriting and brokerage in the field of home warranties; debt and credit analysis services; charitable financial sponsorship of non-profit community, cultural, theatrical, artistic, musical, educational and sporting events and programs; charitable and philanthropic services concerning monetary donations; providing charitable grants to educational institutions, students and community organizations; providing educational scholarships; charitable fund raising services; providing information related to all of the foregoing services and associated accounts via the internet