Company: TIPT
Filing Date: 2025-10-17
Form Type: PREM14A
Source: 0001140361-25-038514
Chunk: 129

Company: TIPTREE INC.
Filing Date: 2025-10-17
Form: PREM14A
Chunk 129
---
 Tiptree Board or the Fortegra Board any of their advisors or any other person considered, or now considers, it to be material or to be a reliable prediction of actual future results.

For all of these reasons, the forward-looking financial information described in this proxy statement and the assumptions upon which they are based (i) are not guarantees of future results, (ii) are inherently speculative and (iii) are subject to a number of risks and uncertainties, and readers of this proxy statement are cautioned not to rely on them.

<div align='center'>64</div>

TABLE OF CONTENTS

The Fortegra Projections included in this proxy statement have been prepared by, and are the responsibility of, Fortegra management. Neither Tiptree’s independent auditors, Deloitte & Touche LLP, nor any other independent accountants, have compiled, examined, or performed any procedures with respect to the accompanying selected forecasted financial information contained herein, nor have they expressed any opinion or any other form of assurance on such information or its achievability, and assume no responsibility for, and disclaim any association with, the accompanying selected forecasted financial information. The Deloitte & Touche LLP reports included in this proxy statement relate to Tiptree’s and Fortegra’s previously issued financial statements. They do not extend to the forecasted financial information and should not be read to do so. The following is a summary of the Fortegra Projections:

| ($ in millions)                      |     |  2025E |     |  2026E |     |  2027E |     |  2028E |     |  2029E |
| GWPPE(1)                             |     | $3,670 |     | $4,072 |     | $4,502 |     | $4,883 |     | $5,311 |
| Net Written Premiums                 |     | $1,787 |     | $1,973 |     | $2,166 |     | $2,323 |     | $2,504 |
| Total Revenue                        |     | $2,233 |     | $2,454 |     | $2,719 |     | $2,985 |     | $3,256 |
| Net Income                           |     |   $159 |     |   $188 |     |   $212 |     |   $245 |     |   $283 |
| ROAE(2)                              |     |