Disclosures

This content is provided for general educational purposes only and is not intended as investment, tax, or legal advice. Savvly’s Longevity Benefit is offered through a registered closed-end fund and is not insurance, not a guaranteed product, and not FDIC insured. Participation involves risk, including possible loss of principal. Outcomes depend on factors such as market performance, participant longevity, and timing.
Past performance is not indicative of future results.
‍
Case studies and examples are hypothetical and do not represent actual clients or results. They are for illustration only and do not guarantee similar outcomes. Products or strategies discussed may not be suitable for all individuals. Always consult a qualified financial or tax professional before making any decision.
No portion of this content should be interpreted as a testimonial or endorsement of Savvly’s investment advisory services. Savvly Advisor, LLC is a registered investment adviser; registration does not imply a certain level of skill or training. This material does not constitute an offer to sell or a solicitation to buy any security in any jurisdiction where such offer or solicitation would be unlawful.For complete information on risks, fees, structure, and eligibility, visit savvly.com/disclosures.

Assumptions and Risks

The information on this page is provided for educational purposes only and is not intended as investment, legal, or tax advice. It is designed solely to illustrate how longevity-based investment benefits may work under certain assumptions. Actual results will vary.

All illustrations, examples, and case studies are hypothetical and are intended to demonstrate potential scenarios—not to predict or guarantee actual outcomes. They do not represent the performance of any individual investor, portfolio, or account.Key Assumptions Used in the IllustrationsLife expectancy and mortality projections are based on the most recent Social Security Administration (SSA) tables available at the time of simulation.

In the event of death or early withdrawal, hypothetical scenarios assume that beneficiaries may receive 75% of the lesser of the initial investment or current market value, plus 1% for each full year the account was active. Case studies assume standardized market growth of 8% annually and do not incorporate unexpected market volatility, inflation, changes in interest rates, or changes in an investor’s personal circumstances.Simulations may assume a 3% annual early withdrawal rate prior to payout or death.All figures shown are net of fees.

Risks to Consider
‍
Market Risk: Investment values will fluctuate and may be worth more or less than the amount invested. There are no guaranteed returns.
Sequence of Returns Risk: The order and timing of market gains or losses—particularly near the payout phase—can materially affect results.
Longevity Risk: Living longer than projected may reduce the pooled benefit per participant; shorter-than-expected lifespans may affect the amount received.
Redemption Impact: Early or voluntary withdrawals by other participants can impact overall fund performance and distribution outcomes.

No forecast, projection, or hypothetical return should be relied upon as a promise or representation of future performance. Investors should carefully evaluate their own circumstances and consult a qualified financial professional before making any investment decision.