The Longevity Benefit is offered through Savvly Fund 3, a registered closed-end fund providing access to longevity-based financial benefits through a pooled investment structure. These offerings are not insurance, not bank deposits, and are not guaranteed. All investments involve risk, including the possible loss of principal. Payouts from Savvly Fund 3 depend on investment performance and participant longevity and are not assured. Savvly Advisor, LLC is a registered investment adviser to the fund. Before investing, carefully review the Fund's prospectus, offering documents, and longevity benefit plan documentation, which contain important information about investment objectives, risks, charges, and expenses.
Unlike traditional mutual funds or exchange-traded funds (ETFs), Savvly operates a unique registered closed-end fund structure. Investors should carefully evaluate whether their financial condition and investment objectives align with these retirement-focused investments.
Savvly's Longevity Benefit may be appropriate for investors primarily concerned with ensuring sufficient capital for the later years of retirement. It may not be suitable for investors whose primary objective is short-term growth. Because payouts are linked to the life of the investor, individuals with serious or life-threatening health conditions should carefully consider whether this investment is appropriate.
Savvly is not an insurance company. Savvly investments are not insurance or annuity contracts and do not provide the protections of insurance laws. Payouts from Savvly are not guaranteed, are not backed by an insurance company or any third party, and are not subject to counterparty risk from Savvly, as investors retain title to assets in the underlying fund in the event Savvly ceases operations.
The long-term total return of Savvly's Longevity Benefit may be affected by market volatility, sequence of returns risk, mortality experience, and actual redemption rates, all of which may increase or decrease over time.
If offered through an employer-sponsored retirement plan, participation is subject to the terms of the applicable plan documents and applicable law, including ERISA. Eligibility, contributions, and benefits are determined in accordance with those plan documents. Nothing in this material alters any rights or obligations under an employer's plan.
This summary does not list all of the risks associated with investing in Savvly. Investors should carefully review the Fund's prospectus, risk disclosures, and, if applicable, ERISA plan documentation before making an investment decision. Management fees and other expenses apply. Investments in Savvly are subject to market risk, may lose value, and past performance is not indicative of future results.
This material is provided for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security in any jurisdiction where such offer or solicitation would be unlawful. This material does not constitute personalized investment, tax, or legal advice. Consult a qualified financial or tax professional before making any investment decision.
Additional information, including details on risks, fees, structure, and eligibility, is available at www.savvly.com/disclosures or by emailing info@savvly.com.
Savvly® and the Savvly® logo are registered trademarks of Savvly Inc., incorporated in Delaware. Savvly Advisor, LLC is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training.