Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 73

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 73
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 legal proxy form from your broker, bank or other nominee and bring such executed form with you to the special meeting.

#### Revocability of Proxies
You may revoke a submitted proxy by (i) sending a written statement to that effect to the Secretary of Tiptree at 660 Steamboat Road, 2nd Floor, Greenwich, Connecticut 06830, which must be received by us by 5:00 p.m., Eastern Time on the business day immediately prior to the date of the special meeting; (ii) submitting a properly signed proxy card or voting instruction form dated a later date; (iii) submitting a later dated proxy or providing new voting instructions via the Internet or by telephone; or (iv) attending the special meeting virtually and voting your shares of Tiptree common stock electronically.

If your shares of Tiptree common stock are held in “street name” by your bank, broker or other nominee, please follow the instructions provided by your bank, broker or other nominee as to how to revoke your previously provided voting instructions.

#### Solicitation of Proxies
The expense of soliciting proxies in the enclosed form will be borne by Tiptree. We have retained Sodali & Co, a proxy solicitation firm, to solicit proxies in connection with the special meeting at a cost of approximately $25,000 plus expenses. Tiptree has agreed to reimburse Sodali & Co for certain fees and expenses and will also indemnify Sodali & Co and its affiliates and their respective directors, officers, shareholders, agents, subcontractors and employees against any and all claims, liabilities, losses, damages and expenses (including reasonable fees and disbursements of counsel and costs of investigation) relating to or arising out of Sodali & Co’s performance of the services or furnishment of advice. Tiptree has agreed to indemnify Sodali & Co against losses arising out of its provision of such services on its behalf. In addition, Tiptree may reimburse brokers, banks and other custodians, nominees and fiduciaries representing beneficial owners of shares for their expenses in forwarding soliciting materials to such beneficial owners. Proxies may also be solicited by some of our directors, officers and employees, personally or by telephone, facsimile or other means of communication. No additional compensation will be paid for such services.

#### Anticipated Date of Completion of the Merger
Assuming timely satisfaction of necessary closing conditions, including the approval by our stockholders of the Merger Proposal, we anticipate