The following terms outline Namely's insurance producer services.

Namely provides insurance producer services through Namely, Inc. (doing business as Namely Insurance Services in California), Namely Employee Benefits, LLC (doing business as Namely Employee Insurance Services in California), or other Namely affiliates (“Namely”, “we” or “us”) with the appropriate licenses granted by the departments of insurance of the corresponding states where we act as insurance producer.¹ Namely is domiciled in Delaware and has its principal place of business at 195 Broadway, 15th floor, New York, NY, 10007. All our employees that sell, solicit, negotiate, consult or provide advice about insurance are also appropriately licensed as individual insurance producers in the corresponding states where they perform such activities.

We provide insurance producer services in California through Namely Insurance Services (California Insurance License #: 0K13729) and Namely Employee Insurance Services (California Insurance License #: 0L60373).

Arkansas Insurance License ##: 100123429 (Namely, Inc.); 100165956 (Namely Employee Benefits, LLC).

For any questions please contact namelybenefits@namely.com or compliance@namely.com.

1: In some states, we are known as an insurance producer, whereas in others we are known as an insurance broker, insurance agent, or by some other title.

Producer Compensation Disclosure

As an insurance producer, we are authorized by our license to confer with you as a purchaser of insurance about the benefits, terms and conditions of insurance contracts; to offer advice concerning the substantive benefits of particular insurance contracts; to sell insurance; and to obtain insurance for you. Our role in any particular transaction will typically involve one or more of these activities.

We may receive compensation from the insurer(s) providing the insurance contract(s) to you, based on the insurance contract(s) that we sell. Such compensation may vary based on a number of factors, including the insurance contract(s) and the insurer(s) that you select. In some cases, other factors such as, for example, the volume of business, retention or profitability of insurance contracts we provide to an insurer may also affect our compensation.

For a separate fee or fees paid by you, we, or one of our affiliates, may provide other services to you that are not related to the purchase of an insurance contract, such as human resources software services, payroll services, or other services not related to the purchase of insurance. You are under no obligation to purchase any insurance product from us or any of our affiliates in exchange for receiving those services.

You may obtain additional information about compensation we expect to receive based in whole or in part on the sale of insurance to you, and, if applicable, compensation expected to be received based in whole or in part on any alternative quotes we present to you, by sending us an email at namelybenefits@namely.com.

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