SAVVI Financial

1 Individuals benefiting from guidance powered by the SAVVI financial engine reported as of December 2025

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

11 2024 Users, based on aggregated data from SAVVI Financial guidance experiences integrated within the Benefitfocus and myVoyage platforms

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.

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As Featured in Authority Magazine: “Women of the C-Suite: Gina Mourtzinou of SAVVI Financial on the Five Things You Need to Succeed”

As Featured In MarketWatch: "The actual age limit for buying life insurance might surprise you"

Featured in AI Journal: “Trust Is the Infrastructure: Building Ethical AI for Employee Decisions”

As Featured in HRTech Cube: “HRTech Interview with Brian Harrison”

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As Featured in Coverager: “Voya and SAVVI Launch Retirement Income Tool”

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As Featured in 401(k) Specialist Magazine: “Workers Turn to Employers to Provide Paycheck-Linked Financial Guidance”

As Featured in Yahoo Finance: “Most Employees Leave Thousands on the Table”

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Voya and SAVVI Financial Launch New Personalized Retirement Income Guidance Tool

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SAVVI Financial Featured in Kiplinger

As Featured in Voluntary Advantage: “Why the Future of Benefits Enrollment Must Be Data-Driven”

As Featured in HRTechCube: “PlanSource + SAVVI Financial Partner to Improve Human‑Centered Benefits”

As Featured in Built In: “Why the Future of Fintech Must Put Ethics First”

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Most Employees Leave Thousands on the Table Each Year—New SAVVI Financial Report Reveals “Silent Paycheck Waste”

As Featured in GoBankingRates: Tony Robbins: This Is the ‘Retirement Age’ You Need To Consider

As Featured in Employee Benefit News: How this new AI tool is taking the stress out of open enrollment

SAVVI Financial Introduces Effortless Benefits Guidance: Industry’s First Survey-Less Personalized Experience

As Featured in Medium: The Future is Faster Than You Think: Alexander Sauer-Budge Of SAVVI Financial On How Leaders Are Preparing for The Innovations, Disruptions, and Strategies That Will Define Tomorrow

As Featured in Shortlister Meet a Vendor: SAVVI Financial is a leading provider of personalized financial guidance solutions

As Featured in Employee Benefit News: Employees are spending too much on the wrong benefits. Here's how leaders can help

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As Featured in Voluntary Benefits Voice: From Paycheck Pressure to Financial Empowerment

As Featured in Under30CEO: Many Americans anxious about retirement savings

As Featured in Newsweek: Americans Fear Retirement Shortfall

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As Featured in Yahoo Finance: Tony Robbins: This Is the ‘Retirement Age’ You Need To Consider

As Featured in Forbes: Why Managed Accounts Outshine Target Date Funds As You Near Retirement

As Featured in Newsweek: Americans Are Planning To Retire Differently

SAVVI Financial Unmasks a Silent Crisis in the Workplace: A Lack of Benefits Guidance Is Putting Household Finances at Risk

Revamped SAVVI Financial Website Highlights Solutions for Reducing Healthcare Costs and Enhancing Employee Wellbeing

Dr. Dimitris Bertsimas Honored as Recipient of the INFORMS President's Award and the Prestigious John von Neumann Theory Prize

Benefitfocus BenefitsPlace™ Product Catalog Adds Financial Wellness Support Via SAVVI Financial

Virtual Benefits Administrator Partners With SAVVI Financial To Bring Financial Wellness Into The Benefits Picture

SAVVI Financial Launches SelectSmart ROI Analyzer To Reveal Implementation Savings

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