Company: TIPT
Filing Date: 2025-10-31
Form Type: DEFM14A
Source: 0001140361-25-039949
Chunk: 4

Company: TIPTREE INC.
Filing Date: 2025-10-31
Form: DEFM14A
Chunk 4
---
 thereof. Failure to submit a signed proxy card, grant a proxy electronically over the Internet or by telephone or to vote electronically by ballot at the special meeting will have the same effect as a vote “ AGAINST ” the Merger Proposal and will not have any effect on the outcome of the adjournment proposal, but will not count as votes cast and will therefore increase the relative influence of those stockholders voting with respect to the adjournment proposal.

If your shares of Tiptree common stock are held in “street name” by your bank, brokerage firm or other nominee, your bank, brokerage firm or other nominee, as applicable, will not be permitted to vote your shares without instructions from you. You should instruct your bank, brokerage firm or other nominee how to vote your shares by following the procedures provided by your bank, brokerage firm or other nominee. You also will not be able to vote your shares electronically at the special meeting or any adjournment or postponement thereof unless you obtain a legal proxy form from your broker, bank or other nominee, naming you as proxy.

The accompanying proxy statement provides you with detailed information about the special meeting and the Merger Agreement. A copy of the Merger Agreement is attached as Annex A to the accompanying proxy statement. We encourage you to read the entire proxy statement and its annexes, including the Merger Agreement, carefully.

#### TABLE OF CONTENTS
If you have any questions or need assistance voting your shares, please call Sodali & Co, our proxy solicitor, at (800) 662-5200 or email TIPT@info.sodali.com.

Thank you in advance for your cooperation and continued support.

Sincerely,

/s/ Jonathan Ilany

Jonathan Ilany

Chief Executive Officer

Dated: October 31, 2025

**Neither the U.S. Securities and Exchange Commission nor any state securities regulatory agency has approved or disapproved of the transactions described in this letter or the accompanying proxy statement, including the Merger, or determined if the information contained in this letter or the accompanying proxy statement is accurate or adequate. Any representation to the contrary is a criminal offense.

The accompanying proxy statement is dated October 31, 2025 and, together with the enclosed form of proxy card, is first being mailed to Tiptree stockholders on or about October 31, 2025.**

TABLE OF CONTENTS

TIPTREE INC. 660 Steamboat Road, 2nd Floor Greenwich, Connecticut 06830 NOTICE OF SPECIAL MEETING OF