I am a CPA that offers small plan 401k administration for my clients. I help with the asset choices for the 401k platform. These are participant accounts, so they are not considered AUM. I do life insurance for Buy/Sell needs. I help with health disability insurance for group plans of my client business owners. I care for some variable annuities that were sold many years before I relinquished my 6&63. I have a NY Life Health license.