STEADLIFE

Legal

Disclosures

Important regulatory, licensing, and service relationship disclosures.

Stead Technologies Inc. develops Stead Life and related technology, and works with clients on life insurance, annuities, retirement planning, and longevity-focused financial coordination. Insurance products and availability vary by state and carrier. Stead Technologies Inc. is not a law firm, tax advisor, registered investment adviser, custodian, trustee, insurance carrier, or medical provider. Stead Life does not provide legal, tax, investment, custody, or medical advice and does not guarantee clinical outcomes. Where separate licensed or partner services are made available through third parties, those services are subject to the provider’s own terms and licensing. Julian DiCarlo (NPN: 21781673) holds applicable professional licenses in the State of New York (License No. LB-1948032) where ancillary services are offered. Clients should consult their qualified professional advisors.

Advisory scope

Stead Life helps clients with life insurance, annuities, retirement planning, and longevity-focused financial coordination. Stead Life does not provide legal, tax, investment, custody, or medical advice, and is not a law firm, registered investment adviser, custodian, trustee, insurance carrier, or medical provider.

Platform scope

The Stead Life platform and related tooling are in development. Features described as planned, coming soon, or in development are not currently available as live product capabilities unless separately confirmed. Longevity partner offerings vary by location and availability and do not guarantee clinical outcomes.