Envestnet Brochures

2 © 2025 Envestnet, Inc. All rights reserved. For illustrative purposes only. Not based on actual client data. Sample use cases: • Retirement planning opportunities: Segment clients who are approaching retirement in the next 12 months, and proactively evaluate new account opportunities, healthcare planning, social security optimization, or tax efficient withdrawal strategies. • Risk management: Identify clients who may have gaps in their protection planning – life insurance, disability insurance, or long-term care coverage – and engage them in a review. • Debt management: Identify clients with significant goals who may benefit from strategic borrowing and uncover opportunities for debt consolidation or refinancing. The services and materials described herein are provided on an 'as is' and 'as available' basis, with all faults. The graphical illustrations herein do not represent client information or actual investments. Nothing contained in this presentation is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet MoneyGuide disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet MoneyGuide makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet MoneyGuide reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor's home office. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. © 2025 Envestnet, Inc. All rights reserved. Take advantage of the data-driven insights in MoneyGuide. 800.743.6938 www.moneyguidepro.com

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