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† iPad and MacBook are trademarks of Apple Inc. Empower Retirement, LLC and its affiliates are not affiliated with Apple Inc. No endorsement, sponsorship, or affiliation is implied.

Between December 1, 2025 and January 31, 2026, Empower Advisory Group, LLC (“EAG”) is offering eligible new and existing advisory services clients who fund their EAG Personal Strategy accounts (“Account”) with qualifying taxable assets a promotional offer as follows:

“Offer”: For all qualifying taxable assets used to fund your Account), you will receive one reward (“Reward”), depending on the total amount of qualifying funds added to your Account as of the applicable Funding Deadline (as hereinafter defined), as follows:
Qualifying Funds | Reward | Model/Specs
$100,000 – $249,999 | Apple iPad (A16, 11-inch Wi-Fi, 128 GB, Silver) | MD3Y4LL/A $250,000 or more| Apple MacBook Pro (16.2-inch, M4 Pro, 512 GB SSD, Silver) | MX2T3LL/A Each qualifying client will receive only the specific Reward they have qualified for. Only one Reward may be earned per eligible client. This Offer is subject to the Eligibility and Qualifications terms herein. EAG reserves the right to modify these Terms or terminate this Offer at any time, provided that Rewards already earned will be honored. This Offer may not be combined with any other EAG or affiliate promotion, supersedes any prior promotional offer, and is not transferable. Exclusions and exceptions may apply at EAG’s sole discretion.
Eligibility and Qualifications
(1) This Offer is valid December 1, 2025, through January 31, 2026 (“Promo Period”).
(2) This Offer is only available to clients based in the United States.
(3) Funds qualifying for the Offer are net deposits of eligible taxable assets, which mean total inflows of taxable funds minus withdrawals, redemptions, or internal transfers, (“Net Deposits”) measured within the applicable funding period as outlined below.
(4) Clients who open a new Account between December 1, 2025, and January 31, 2026 are eligible for the particular Reward if they meet the following conditions:

• A new Account must be opened by January 31, 2026; and
• The new Account must be funded with Net Deposits totaling at least $100,000 by February 28, 2026 (the applicable new Account “Funding Deadline”).

For example, if you open a new Account on January 20, 2026, and fund it with $250,000 in taxable assets on February 15, 2026, and your Net Deposits as of February 28, 2026 remain at $250,000, you are eligible for and will receive the MacBook Pro Reward.
(5) Clients who fund an existing Account with additional Net Deposits between December 1, 2025, and January 31, 2026 are also eligible if they meet the following conditions:

• The existing Account must be funded with new Net Deposits during the Promo Period; and
• The new Net Deposits funding the existing Account must total at least $100,000 by January 31, 2026 (the applicable existing Account “Funding Deadline”).

For example, if you are an existing client and transfer $150,000 in new taxable assets into your existing Account on December 15, 2025, and your Net Deposits between December 1, 2025, and January 31, 2026, total $100,000, you qualify for and will receive the iPad Reward.
(6) The following assets are ineligible as Net Deposits and do not count toward the $100,000 or $250,000 Net Deposits threshold: retirement accounts (Individual Retirement Accounts (“IRAs”), 401(k)s, or other qualified plans), internal transfers between Empower or EAG accounts, Empower Premier Investment Account assets, Empower Taxable Investment Account assets, Empower Premier IRA assets, Empower Brokerage IRA assets, Empower-recordkept assets, held-away retirement assets currently enrolled in Personal Strategy+, any other assets managed or otherwise serviced by “Empower” (except Empower Personal Cash assets), and assets previously used to qualify for another EAG or Personal Capital Advisors Corporation (“PCAC”) promotion.
(7) Only assets that EAG or PCAC have never managed are considered new and eligible under this Offer.
(8) Employees of EAG or Empower are not eligible for this Offer.
Reward Delivery and Modifications
Rewards are available while supplies last. The Reward will be shipped and tracked to your Account’s mailing address of record within one (1) to four (4) weeks of EAG confirming your eligibility and completion of all applicable conditions. You must contact your EAG advisor within 30 days of your device shipment date to report a failed or damaged delivery for EAG to honor a replacement Reward.

EAG reserves the right to substitute a Reward of equal or greater value in its sole discretion.
Tax Disclosure
The value of any Reward you receive may constitute taxable income. Empower or an affiliate may issue you an IRS Form 1099 reflecting the value of the Reward for the year in which it is received. Empower and its affiliates do not provide tax or legal advice. Please consult your tax advisor regarding your personal circumstances.
Disclosures
Advisory services are provided for a fee by Empower Advisory Group, LLC (EAG). EAG is a registered investment adviser with the Securities and Exchange Commission (SEC) and an indirect subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. Advisory fees are calculated based upon the amount of assets being managed (as detailed further in the Empower Advisory Group, LLC Form ADV).

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