SAVVI Financial

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WEBINAR ALERT: Are you ready for smarter, more holistic employee guidance that drives real, measurable outcomes?

SAVVI Financial and Shortlister are inviting you to join us for a free webinar:

Effortless Enrollment: The Future of Data-Driven Health & Financial Guidance
June 18, 2025 | 2:00–2:30 PM EDT

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Join us for a lively discussion with industry leaders:

Sims Tillirson – Founder, Tillirson Consulting Group
Ben Yomtoob – Founder, BuckleyRoberts
Jake Aldrich – Sales Director, SAVVI Financial

Forget Education. It’s Time to shift from Complexity to Clarity, introducing Effortless, Integrated Guidance.

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1 Individuals benefiting from guidance powered by the SAVVI financial engine reported as of March 2024

2 Calculated using methodology outlined on this SAVVI calculator- https://www.savvifi.com/selectsmart-roi and selecting 10K employees, $70K salary, 40 avg age employee, 30% HDHP usage, 30% guidance utilization, cost $4 PEPY

3 Industry Average HDHP enrollment reported KFF 2024 vs Q4 2023 SAVVI guidance user for Benefitfocus/Voya 2024

4 230% is the average increase for SAVVI Guidance election vs Industry average results reported at the 2024 Workplace Benefits Conference in the “Workplace Benefits Innovation: Broker Trends and Insights for 2024” Report. 230% in average increase for accident insurance (289% increase), critical illness insurance (218% increase) and hospital indemnity (189% increase)

5 Industry average results reported at the 2024 Workplace Benefits Conference in the “Workplace Benefits Innovation: Broker Trends and Insights for 2024” Report. LIMRA/AON reporting vs. SAVVI - Benefitfocus Integrated platform enrollment for 2023 open enrollment period

6 Industry Average HSA enrollment reported HealthEquity vs Q4 2023 SAVVI guidance user for Benefitfocus/VOYA 2024

7 Results from one pilot customer (Voya Financial) with a total of 6,410 employees eligible for the tool. 944 eligible employees used the tool (myVoyage app and Personalized Enrollment Guidance) Results may vary. May not be representative of all client experiences and is not indicative of future performance or success.

8 https://www.tfgroup.com/the-impact-of-financial-wellness-in-the-workplace/

9 https://www.benefitspro.com/2024/04/04/employees-want-financial-wellness-but-what-are-they-really-asking-for/

10 https://news.northwesternmutual.com/planning-and-progress-study-2024

SAVVI Financial LLC (‘SAVVI’) is an investment advisor registered with the Securities and Exchange Commission. SEC registration does not imply a certain level of skill or training. SAVVI does not guarantee investment results and past performance is no guarantee of future results. Information in this presentation is provided for educational purposes and does not constitute investment advice, which is only provided to registered users who have a valid Investment Agreement in place with SAVVI. No information on this presentation should be construed as an offer to buy or sell any security or insurance product.