Hi [First Name],

I'm eager to schedule a meeting with you to introduce a great investment opportunity I’ve recently come across that I believe could help set you apart from other employers.

This new target date series will allow your employees to maintain the same benefits they have from their current target date fund, with the bonus of lifetime income.

I think this investment is worth a look for a few key reasons:

• Recruiting and Retaining Top Talent: Gain a unique and competitive advantage for recruiting and retaining employees.

• Facilitate Better Participant Outcomes: Address participants’ biggest concern of outliving their money - at no added cost.

• Retaining Assets In-Plan: Keep assets in-plan longer, which could drive down costs due to economies of scale.

• Simple and Easy for All Participants: Investment is designed to be QDIA-compliant and built for employees at all stages of life.

• Save Money: The solution will allow people to retire on time, therefore saving the plan money.

• Mitigating Fiduciary Risk: Product design eliminates added responsibility of selecting and monitoring the insurance provider and annuity.

This investment could also be valuable to your employees, providing them with a hands-free approach to building wealth and generating a guaranteed paycheck for life*. Let’s find time over the next couple of weeks to discuss how this solution could help benefit you and your employees.

I look forward to connecting with you soon.

[Signature]

*Subject to insurer’s claims-paying ability.