Wink Intel

AUGUST 9, 2022

Founded in 1868, MetLife has operations in more than 40 markets globally and holds leading positions in the United States, Japan, Latin America, Asia, Europe and the Middle East. Securities and Exchange Commission, and others, may cause such differences. Securities and Exchange Commission. Forward-Looking Statements.

Intellectual Property 40

Intellectual Property Finance Globalization Security 40

Wink Intel

AUGUST 22, 2022

213 redundant reserves, securing future cash flows. AllianceBernstein is a global investment management firm that offers high-quality research and diversified investment services to institutional investors, individuals and private wealth clients in major world markets. Note Regarding Forward-Looking Statements.

Intellectual Property 40

Intellectual Property Capital Globalization Security 40

Wink Intel

MAY 15, 2023

The Company plans to grow Non-GAAP EPS through organic earnings generation, margin expansion and capital management. As stewards of capital, we have also delivered strong cash generation and capital return to shareholders,” said Mark Pearson, President and Chief Executive Officer.

Intellectual Property 40

Intellectual Property Capital Globalization Management 40

Wink Intel

MAY 6, 2024

Strong sales and net flows across our businesses are driving increases in both spread- and fee-based earnings, and Equitable is well-positioned to capitalize on the current favorable environment for growth,” said Mark Pearson, President and Chief Executive Officer. billion of its $20 billion capital commitment to AB.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 13, 2024

billion to shareholders in 2023, delivering on our commitment to return excess capital while continuing to invest for growth. billion of pension risk transfer sales; full year operating margin 4 of 39%; fourth quarter recurring deposits increased 12% from fourth quarter 2022 Principal Global Investors (PGI) managed AUM of $499.5

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

With our global headquarters in Toronto, Canada , we provide financial advice and insurance, operating as Manulife across Canada , Asia , and Europe , and primarily as John Hancock in the United States. All such statements are made pursuant to the “safe harbour” provisions of Canadian provincial securities laws and the U.S.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

Alpha Sense BI

DECEMBER 1, 2022

Global Private Equity Trends. Consolidation of these sectors is attractive for PE firms looking to deploy capital in the space and create business value for existing portfolio companies or gain share in established verticals, according to Jonathan Boyers, Head of KPMG’s UK Corporate Finance practice. See all U.K.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

Wink Intel

MAY 30, 2022

Principal continues to expect deployable proceeds of approximately $800 million in 2022 from the closed transaction in combination with additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. The proceeds are included in the company’s planned $2.0 billion-$2.3

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

FEBRUARY 20, 2024

Introducing Hindsight 20/20 SM The innovative Hindsight 20/20 strategy is powered by BofA Securities and tracks three distinct indexes, each designed to perform in different market conditions: BofA MP Balanced Index, BofA MP Growth Index and BofA MP Defensive Index. F&G Securities, LLC. Disclaimer BofA Securities Inc.

Intellectual Property 40

Intellectual Property Banking IT Retail 40

Wink Intel

AUGUST 1, 2023

“ “Despite pressured net cash flow in the quarter, we have momentum going into the remainder of 2023, particularly within global asset management. billion of pension risk transfer sales Principal Global Investors (PGI) managed AUM of $485.8 million of capital to shareholders during the second quarter, including: $100.0

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 7, 2023

Key takeaways and total company guidance Updated reporting segments to better align with the Company’s go-forward business model: Reporting Retirement and Income Solutions (RIS) in total Combining Principal Global Investors and Principal International into a new segment, Principal Asset Management Updating the name of the U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Wink Intel

JANUARY 31, 2022

Principal ® expects deployable proceeds of approximately $800 million upon closing of this reinsurance transaction and through additional transactions designed to improve the capital efficiency of its in-force individual life insurance business. and select emerging markets, global asset management, and U.S. benefits and protection.

Capital 40

Capital Intellectual Property Retail Loss 40

Wink Intel

JANUARY 30, 2023

billion of capital for full year 2022, including $2.3 billion of capital in the fourth quarter 2022, including $0.4 With continued focus on higher growth markets and improved capital efficiency, we generated over $1.7 billion to shareholders in 2022, delivering on our commitment to return our excess capital. Deployed $2.8

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 15, 2021

Transaction releases capital, reduces risk, and unlocks value from legacy business. billion of capital released 3 including a one-time after-tax gain of approximately $750 million to net income attributed to shareholders, validating the conservatism of our reserves, and the release of approximately $1.3 Lowers the total U.S.

Capital 40

Capital Loss Intellectual Property Security 40

Wink Intel

MARCH 8, 2022

billion of planned capital returned to shareholders. retail fixed annuity and universal life insurance with secondary guarantee (“ULSG”) blocks of business and additional transactions to improve capital efficiency. and emerging markets, global asset management, and U.S. Principal Global Investors. Plan to return $2.5-$3.0

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

MAY 2, 2022

million of capital to shareholders during the first quarter, including: $167.0 Principal Global Investors (PGI) net cash flow of $3.2 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Principal Global Investors. (in billion in 2022.”.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 9, 2022

Principal Global Investors (PGI) managed net cash flow of $1.4 million of capital to shareholders during the second quarter, including: $161.7 billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes. Principal Global Investors. . . . (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 2, 2021

DES MOINES, Iowa–( BUSINESS WIRE )–Principal Financial Group ® (Nasdaq: PFG) announced 2021 outlook metrics and capital deployment plans. billion of capital deployments, including $600-$800 million of share repurchases. Principal Global Investors. 2021 total company guidance. 2021 business unit guidance. RIS-Spread.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

AUGUST 8, 2023

Pearson concluded, “While our in-demand product offering and strong new business activity supports our growth targets, our conservative balance sheet, fair value approach to product design and capital management continues to differentiate Equitable while driving significant value for shareholders. We have generated $0.9

Loss 40

Loss Capital Globalization Intellectual Property 40

Wink Intel

FEBRUARY 23, 2021

The new benefits are the latest addition to American Equity’s suite of annuities aimed at helping provide clients safe asset growth choices and the dignity of securing a guaranteed paycheck. “We The BofA Destinations Index (the “Index”) has been created and is owned by BofA Securities, Inc. ABOUT BANK OF AMERICA.

Intellectual Property 40

Intellectual Property Biotech Banking Retail 40

Wink Intel

FEBRUARY 14, 2022

Global Wealth and Asset Management (“Global WAM”) net inflows 5 of $27.9 Global WAM average AUMA 5 increased by 20% in 2021. . billion in 2021 driven by our insurance businesses delivering double-digit growth in APE sales and NBV and Global WAM delivering strong net inflows of $27.9 APE sales 5 of $6.1

Globalization 40

Globalization Sales Loss Management 40

Wink Intel

OCTOBER 31, 2022

billion of capital, of which $1.9 While we’re diligently managing expenses with pressured revenues, we’re continuing to invest for the long-term in our growth drivers of retirement, global asset management, and benefits and protection.”. million of capital during the third quarter, including: $450.1 Principal Global Investors.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 3, 2021

We delivered strong first quarter results as we continued to provide for the needs of our 34 million customers globally and build momentum for the future,” said Dan Houston, chairman, president, and chief executive officer of Principal ®. Principal Global Investors (PGI) had record PGI managed AUM of $507.7 Deployed $252.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 8, 2022

With a renewed focus on higher growth markets and improved capital efficiency, we were able to deliver strong non-GAAP operating earnings of $498 million in the fourth quarter and over $1.8 Principal Global Investors (PGI) generated record PGI managed AUM of $546.5 million of capital to shareholders in 2021, including: $654.1

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

Second quarter results were led by strong performance in our global asset management business, the successful integration of the retirement business from the Institutional Retirement and Trust acquisition, and encouraging fundamentals in many of our businesses as COVID-19 impacts continue to lessen.”. Principal Global Investors. (in

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 2, 2021

We see momentum as we head into 2021 including the final migrations of our Institutional Retirement and Trust (IRT) customers to Principal, the resiliency and recovery of our small to medium-sized businesses, and the growing strength of our global asset management enterprise.“. million of capital during the fourth quarter, including: $153.7

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

NOVEMBER 8, 2022

In asset management, we were not immune to industry-wide net outflows this quarter but flows remain positive for the year as we continue to benefit from a global distribution platform and continued growth in private markets with our strategic shift supporting a fee-rate improvement of 7% over the prior year. billion, or $6.6

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

MAY 10, 2022

Equitable has committed to deploy $10 billion in investment capital from its General Account towards AB’s Private Markets platform. The Structured Capital Strategies (“SCS”) buffered annuity product achieved its highest month of sales ever in March and $2 billion in first year premium for the quarter. primarily due to $16.9

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 9, 2022

per share and the strength of our capital position was reflected in our combined RBC ratio of 440%, above our minimum combined target,” said Mark Pearson, President and Chief Executive Officer. This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2021

Sustained growth of our capital-light businesses, positive net inflows and favorable equity markets propelled AUM up 17% to reach $871 billion, a record high. Business segment highlights: Individual Retirement reported another record quarter in sales of our Structured Capital Strategies (“SCS”) buffered annuity product with $1.9

Loss 40

Loss Capital Intellectual Property Finance 40

Wink Intel

MAY 11, 2021

Business segment highlights: Individual Retirement had a record quarter in first year premiums, up 24% year-over-year, driven by another record quarter in Structured Capital Strategies (“SCS”) sales. Business Highlights. As of March 31, 2021, the Company reported cash and liquid assets of c.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

AUGUST 10, 2021

Business segment highlights: Individual Retirement saw strong demand for our Structured Capital Strategies (“SCS”) buffered annuity product, evidenced by record sales of $1.9 The Company has acquired a 9.09% equity stake in Venerable’s parent holding company, VA Capital Company LLC, for a purchase price of $185 million.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 23, 2021

Our fair value risk management approach afforded us a strong, stable capital position throughout 2020, culminating in strong year-end capital ratios supported by $2.9 Capital management program: Returned $1.1 Full year 2020 non-GAAP operating earnings were $2.3 billion, or $4.99 Business Highlights. The Company experienced c. $40

Loss 40

Loss Capital Intellectual Property Management 40

Data Hut

SEPTEMBER 28, 2023

Amazon stands as an undisputed leader in the global e-commerce market, housing a comprehensive database of product-related intelligence. Think of it as someone getting their hands on sensitive data that's locked behind a secure login without the proper clearance. We also need to consider the ethical reasons as well.

Intellectual Property 52

Intellectual Property Commerce Competitive Security 52

Wink Intel

NOVEMBER 8, 2021

Global Wealth and Asset Management (“Global WAM”) net inflows 1 of $9.8 “Despite the challenging environment, Asia generated double-digit NBV growth and Global WAM was supported by strong net inflows of $9.8 Global Wealth and Asset Management net flows ($ billions) (1). $. Core ROE 1 of 12.0%

Globalization 40

Globalization Business Management Intellectual Property 40

Wink Intel

AUGUST 10, 2021

. (“Athene”) (NYSE: ATH ), a leading financial services company specializing in retirement solutions, announced the close of a significant pension risk transfer (PRT) transaction with Lockheed Martin (NYSE: LMT ), a global security and aerospace leader. Under the terms of the transaction, Lockheed Martin transferred $4.9

Intellectual Property 40

Intellectual Property Capital Security Security 40

Wink Intel

AUGUST 8, 2023

Base spread income also grew 42% year over year, and our businesses remain well positioned to capitalize on current market opportunities. Going into the second half of the year, we remain focused on executing our strategies and optimizing our capital to generate long-term growth in shareholder value.”

Loss 40

Loss Capital Security Security 40