We’re excited to share that our office will be undergoing renovations this September! While we’re looking forward to an updated space, we want to make
sure you’re aware of some temporary changes to how we’ll be serving you during this time, our first priority being to minimize service delays or disruptions.

From September 18 through September 28, our office building will be closed for in-person visits and drop-ins during our new floor installation throughout
the main floor. During this time our whole team will be working remotely and remain available to assist clients with all inquiries and service needs by phone, email and text as usual.

IMPORTANT DATES:

We wanted to detail our team’s schedule over the building closure so that you can
have clear expectations of our availability and response times:

September 18 — The team will be monitoring voicemail, text and email for incoming inquiries to field and handle time sensitive service items as we rearrange the building to prepare for the renovation. If you leave a message with a nonurgent need, expect a return call from a member of the team on Monday 9/21/26.

September 21-22 — Our team will be operating business as usual remotely. You can expect normal interactions by phone/email/text/zoom with the whole team, including necessary client meetings.

September 23-24 — Our team will be gathering offsite for a team retreat focused on business planning, time dedicated to help us continue improving the
experience we provide to you, our clients. We will be periodically monitoring incoming voicemails, text and emails for incoming inquiries to field and handle time sensitive service items. If you leave a message with a non-urgent need, expect a return call from a member of the team on Friday 9/25/2026.

September 25 — Our team will be operating business as usual remotely. You can expect normal interactions by phone/email/text/zoom with the team.

September 28 — The team will be monitoring voicemail, text and email for incoming inquiries to field and handle time sensitive service items as we move
back into the space post-renovation. If you leave a message with a non-urgent need, expect a return call from a member of the team on Tuesday 9/29/26.

Beginning September 29, we will resume business operations per usual in our open building. We ask for your patience as spaces may continue to look “under construction” for the remainder of this week as the main floor will be receiving a fresh coat of paint in the off hours.

We expect by the following first week of October, the majority of spaces will be fully renovated and restored to normal set up and function.

Planning for Upcoming Distributions During This Time:

If you have annuity accounts with companies like GBU, ISDA, Corebridge, or Talcott that require wet-signed paperwork for new withdrawal requests and
anticipate needing a distribution during this renovation period, we ask that you please coordinate with us before September 17 whenever possible. This will give us the best opportunity to make sure your request is processed in a timely manner.

Of course, if something unexpected comes up during the building closure, please don’t hesitate to reach out. We will work with you on a case-by-case basis to help accommodate your needs.

We appreciate your patience and understanding as we make these improvements to our office and take time to plan for ways we can continue to provide you with the service and experience you deserve.