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Corporate Information

Important Disclosures.

The following disclosures provide additional context regarding The Cleary Group LLC, its portfolio activities, regulated businesses, external websites, and information presented through this website.

Important information about how this website and our businesses operate.

The Cleary Group LLC provides corporate and portfolio information through this website. Because the businesses associated with the portfolio operate across different industries, the information below helps distinguish corporate information from services that may be subject to separate legal, regulatory, licensing, or contractual requirements.

1. General Information

Information published on this website is provided for general informational purposes concerning The Cleary Group LLC and its business activities.

Website content is not intended to constitute legal, tax, accounting, investment, or other professional advice. Visitors should consult an appropriately qualified professional regarding matters requiring specialized advice.

2. Portfolio Companies and Brands

The Cleary Group LLC maintains a portfolio of businesses and brands operating in areas that include life insurance and biotechnology.

References to portfolio companies or brands on this website are intended to describe the broader business portfolio. Specific legal ownership, entity structure, tax classification, licensing, contracting relationships, and operational arrangements may vary by business.

The portfolio overview presented on this website should not be interpreted as a legal organizational chart or as a complete description of the legal structure of every referenced business.

3. Regulated Financial Services

Certain financial-services activities associated with the portfolio may be subject to state or federal licensing, regulatory requirements, carrier requirements, and other applicable rules.

Information concerning insurance products or services should be understood in the context of the applicable licensed agency, producer, carrier, product, jurisdiction, and transaction.

Product availability, eligibility, underwriting requirements, policy terms, benefits, premiums, commissions, and contractual provisions are determined by the applicable insurance carrier and governing policy documents.

Nothing on this corporate website should be interpreted as a guarantee of coverage, approval, pricing, eligibility, or issuance of an insurance policy.

For information concerning insurance products and services, visitors should consult the applicable financial-services business and its licensed representatives.

Indexed universal life (IUL) and other permanent life insurance products are life insurance contracts, not direct investments in the securities markets. Policy values, interest crediting, caps, fees, and charges vary by carrier and product, are not guaranteed except as stated in the policy contract, and may not be suitable for every person. General information about building wealth through life insurance is not tax, legal, investment, or financial advice.

4. No Investment Offering

Information presented on this website concerning The Cleary Group LLC, its businesses, industries, or portfolio should not be interpreted as an offer or solicitation to purchase securities, ownership interests, or other financial instruments.

No investment, financing, or ownership opportunity is created solely by information published on this website.

5. Business Opportunities and Inquiries

The Cleary Group LLC may receive inquiries involving business proposals, partnerships, vendors, portfolio concepts, strategic relationships, and other commercial opportunities.

Submission of an inquiry does not create a partnership, agency relationship, fiduciary relationship, investment relationship, employment relationship, or other contractual relationship with The Cleary Group LLC.

Any relationship or transaction must be established through appropriate written agreements and, where applicable, required regulatory or legal processes.

6. No Guarantee of Results

References to business development, growth, innovation, operations, strategy, or other commercial activities describe areas of focus and are not guarantees of future performance, financial results, commercial success, market acceptance, or business outcomes.

Past performance or historical business activity, where referenced, should not be understood as a guarantee of future results.

7. External Websites

This website may contain links to websites operated by separate businesses or third parties.

External websites operate under their own terms, privacy practices, policies, and content. The Cleary Group LLC does not control the content, availability, security, or policies of external websites.

Visitors should review the applicable policies and terms of any external website before submitting information or engaging in a transaction.

8. Website Forms and Communications

Information voluntarily submitted through website forms or other communication channels may be used to respond to the inquiry, evaluate the nature of the request, communicate with the individual, and perform other purposes described in the applicable privacy policy.

Visitors should avoid submitting confidential, sensitive, or proprietary information through a general website inquiry unless specifically requested through an appropriate secure process.

9. Intellectual Property

Unless otherwise indicated, website text, branding, graphics, logos, design elements, and other materials associated with The Cleary Group LLC are protected by applicable intellectual property laws.

Unauthorized reproduction, modification, distribution, or commercial use of protected materials may require prior written permission.

10. Accuracy and Changes

The Cleary Group LLC may update, modify, remove, or replace website content from time to time as its businesses, services, portfolio, or corporate information changes.

While reasonable efforts may be made to maintain accurate information, no representation is made that every item of website content will remain current at all times.

11. Privacy and Website Terms

Use of this website is also governed by the applicable Privacy Policy and Terms & Conditions.

Visitors should review those documents for additional information concerning website use, privacy, communications, limitations, and other applicable provisions.

12. Contact

Questions concerning these disclosures or general corporate inquiries may be directed to:

The Cleary Group LLC
211 W Wacker Dr STE 120-2272 Chicago, Illinois 60606
contact@theclearygroupllc.com

For service-specific questions, visitors should use the contact information provided by the applicable portfolio company or business.

Important Notice

This disclosure page is intended as general website and corporate information and should not be treated as a substitute for legal, regulatory, tax, accounting, insurance, or other professional advice. The Cleary Group LLC recommends obtaining appropriate professional guidance where circumstances require it.

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