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Clients quoted represent a cross-sample of firms using SEI LifeYield and were not compensated for providing their experiences. Their experiences and opinions are their own and may vary from other firms using SEI LifeYield.

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Services provided by SEI LifeYield, LLC, an unregulated subsidiary of SEI Investments Company (SEI). Neither SEI nor its affiliates provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.