Issue link: https://resources.envestnet.com/i/1527513
5 © 2024 Envestnet, Inc. All rights reserved. For home office and advisor use only Disclosures Alternative Investments may have complex terms and features that are not easily understood and are not suitable for all investors. You should conduct your own due diligence to ensure you understand the features of the product before investing. Envestnet and its affiliates do not provide research or product oversight on alternative investments. As with all investments, there is no assurance that alternative investment strategies will achieve their objectives or protect against losses. Neither Envestnet, nor Fiduciary Exchange, LLC are licensed insurance agencies and as such, do not sell or make any recommendations related to the purchase of the annuity or insurance products referred to in this presentation. Insurance products are only sold or recommended by insurance licensed financial professionals or through a third-party intermediary licensed as an insurance agency. Please refer to your insurance agreement or contact your financial professional, insurance agent or insurance company for more information. Envestnet, Inc. has a financial interest and occupies board of director positions in Fiduciary Exchange LLC (FIDx). Advisor Credit Exchange, LLC ("ACx") provides access to lending solutions for advisors' clients via the Envestnet Platform through Envestnet Asset Management's affiliate, Envestnet Financial Technologies. Envestnet, Inc. has a financial interest and occupies board of director positions in ACx. Neither ACx nor Envestnet offers any loan products or makes any lending decisions. The funding and administration of all loans is undertaken by separate and unaffiliated financial institutions. This presentation should not be construed as a recommendation or endorsement of any particular product, service, bank or firm. The Envestnet Trust Services Exchange has been created in partnership with Trucendent, a provider of tools for enabling advisors to strengthen their understanding and use of trusts in estate planning. Envestnet is not a law firm and as such, does not provide legal or regulatory advice or opinions to any party or client. You should always consult your relevant regulatory authorities or legal counsel as applicable. Envestnet, Inc. has a financial interest and occupies board of director positions in Trucendent. © 2023 Envestnet, Inc. All rights reserved. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.