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* Not all carriers represented have a relationship with both FIDX and SIMON from iCapital. Carrier and product availability varies depending on distribution agreements at individual firms. The Insurance Exchange website is for general and educational purposes only and is not intended to be an offer or solicitation to purchase or sell any product or to employ a specific investment strategy. The Insurance Exchange is provided by Fiduciary Exchange LLC, iCapital Markets LLC, and iCapital Annuities and Insurance Services LLC. iCapital Markets LLC and iCapital Annuities and Insurance Services LLC are affiliates of iCapital, Inc. and not affiliated with Fiduciary Exchange LLC. iCapital Markets LLC, iCapital Annuities and Insurance Services LLC and Fiduciary Exchange LLC each provide certain Insurance Exchange functionalities. Users’ activity may result in fees paid to Fiduciary Exchange LLC, iCapital Markets LLC and/or iCapital Annuities and Insurance Services, which have entered into a revenue-sharing relationship. iCapital Markets LLC is an SEC-registered broker/dealer, member FINRA and SIPC. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request. ©2024 Fiduciary Exchange LLC and Institutional Capital Network, Inc. All Rights Reserved.

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