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, led by robust sales of our spread-based buffered annuity.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

FEBRUARY 8, 2022

For more information on the transaction, please see our November 15, 2021 announcement. For additional information, please visit manulife.com . We are pleased to have achieved such a strong outcome,” added Mr. Gori. John Hancock will continue to administer the policies, providing for a seamless customer service experience.

Intellectual Property 40

Intellectual Property Capital Loss Finance 40

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

AUGUST 1, 2023

Second quarter highlights Strong Morningstar investment performance 3 with 71% of Principal investment options above median on a one-year basis, 62% on a three-year basis, 76% on a five-year basis, and 85% on a ten-year basis Retirement and Income Solutions (RIS) operating margin 4 of 36%; sales of $5.5 billion, including $0.6 2)% $2,522.3

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MARCH 7, 2023

Conference call information You can access the Thursday, March 2, conference call several ways: Connect to investors.principal.com to listen to a live Internet webcast. Macroeconomic headwinds in 2022, which impacted assets under management and account values, are pressuring expected EPS growth in 2023. 877-407-0832 (U.S.

Loss 40

Loss Intellectual Property Capital Globalization 40

Alpha Sense BI

DECEMBER 1, 2022

In order to inform the most likely outlook for private equity (PE) in 2023, it is important to look back at the most impactful trends of the past year. For US dollar-denominated funds, analysts expect to see a higher number of deals in the UK as a result of this “sale”, according to Blair Jacobson, co-head of European credit at Ares.

Due Diligence 69

Due Diligence Capital Sports Entertainment 69

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

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. Increased capital return to shareholders. benefits and protection. billion to $2.0-$2.3

Capital 40

Capital Intellectual Property Retail Loss 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. Conference call information. 2021 total company guidance. 2021 business unit guidance.

Intellectual Property 40

Intellectual Property Capital Loss Banking 40

Wink Intel

AUGUST 9, 2022

Specialty Benefits premium and fees 3 increased 11% from the second quarter of 2021, from record sales, strong retention and employment growth. Individual Life business market sales increased 76% from the second quarter of 2021, demonstrating strength in the business and refreshed focus on the value proposition for business owners.

Loss 40

Loss Capital Intellectual Property Banking 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. billion of capital to shareholders in 2022, including $2.0-$2.3 Conference call information. 31, 2021; and.

Intellectual Property 40

Intellectual Property Loss Capital Banking 40

Wink Intel

MAY 2, 2022

million of capital to shareholders during the first quarter, including: $167.0 Specialty Benefits premium and fees 2 increased 10% from record sales, strong retention and employment growth. billion of excess and available capital in our holding companies and other subsidiaries, which is available for corporate purposes.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

OCTOBER 31, 2022

billion of capital, of which $1.9 million of capital during the third quarter, including: $450.1 RIS – Spread sales of $1.7 billion of pension risk transfer sales. Specialty Benefits premium and fees 4 increased 12% from the third quarter of 2021, due to record year-to-date sales, strong retention, and employment growth.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 14, 2022

APE sales 5 of $6.1 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 Life Insurance Capital Adequacy Test (“LICAT”) ratio of The Manufacturers Life Insurance Company (“MLI”). in 2021 and 12.7%

Globalization 40

Globalization Sales Loss Management 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

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 RIS – Spread sales of $2.4 billion of pension risk transfer sales. RIS – Spread sales of $7.9 billion of pension risk transfer sales.

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 23, 2021

American Equity Investment Life Insurance Company ® is a full-service underwriter of fixed annuity products, with a primary emphasis on the sale of index annuities. For more information, please visit www.american-equity.com. Further information about Credit Suisse can be found at www.credit-suisse.com. ABOUT BANK OF AMERICA.

Intellectual Property 40

Intellectual Property Biotech Banking Retail 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 Net inflows of $1.5

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

FEBRUARY 2, 2021

Our capital deployment strategy is balanced and disciplined, focused on creating long-term shareholder value. In 2020, we deployed over $900 million of capital to common stock dividends and share repurchases. Retirement and Income Solutions (RIS) – Fee recurring deposits increased 7% over the prior year quarter and sales 2 were $3.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

MAY 3, 2021

Our favorable investment performance, diverse and in-demand solution set, and expanding distribution partnerships resulted in increased sales and drove total net cash flow to $8.2 Retirement and Income Solutions (RIS) – Fee had record sales of $8.1 million of capital during the first quarter, including: $152.2 Deployed $252.2

Loss 40

Loss Capital Intellectual Property Globalization 40

Wink Intel

AUGUST 3, 2021

During our 2021 investor day, we announced changes to our business portfolio and capital management strategy to drive future growth, reduce capital intensity, sharpen our strategic focus, and reinforce our commitment to returning more capital to shareholders as we continue to create long-term shareholder value,” said Houston. “In

Loss 40

Loss Capital Intellectual Property Globalization 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. Account value decreased by 13% primarily due to lower markets, partially offset by record sales leading to record net inflows since our IPO.

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 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

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. More information on these measures and reconciliations to the most comparable U.S. 2 Refers to AllianceBernstein L.P.

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 More information on these measures and reconciliations to the most comparable U.S. Book value per common share, excluding AOCI, was $19.48. collectively.

Loss 40

Loss Capital Intellectual Property Security 40

Wink Intel

NOVEMBER 8, 2022

Mr. Pearson continued, “Our fair value model and the strength of our capital management program proved resilient in the quarter protecting our balance sheet while we continue to deliver on our 50-60% payout ratio target. In retirement, we saw continued demand for our core tax-advantaged offerings with $1.2 billion, or $6.6

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 More information on these measures and reconciliations to the most comparable U.S. Capital management program: Returned $1.1 billion, or $4.99 1.65. . .

Loss 40

Loss Capital Intellectual Property Management 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

Wink Intel

NOVEMBER 6, 2023

billion of capital to shareholders and achieved or contracted on 81% of Corebridge Forward target run-rate savings. billion in shareholder value through the sale of our international operations as we streamline our portfolio to focus on our businesses in the United States. “We Since our IPO, we have returned $1.4

Loss 40

Loss Security Security Capital 40

Wink Intel

MAY 15, 2023

We remain disciplined in our capital allocation and continue to balance investments in long-term growth while maintaining a strong balance sheet with ample liquidity and capital. “We generated strong sales with attractive margins across our businesses, and positive net flows in our general account.

Loss 40

Loss Security Security Capital 40

Wink Intel

NOVEMBER 8, 2021

APE sales 1 of $1.4 1 Core earnings, core return on common shareholders’ equity (“core ROE”), new business value (“NBV”), annualized premium equivalent (“APE”) sales, and net flows are non-GAAP measures. .” Asia APE sales. $. Canada APE sales. $. APE sales. $.

Globalization 40

Globalization Business Management Intellectual Property 40

Wink Intel

SEPTEMBER 1, 2023

“Goldman Sachs is pleased the Goldman Sachs Equity TimeX Index will be made available to North American customers, and we are excited about working with their team,” said Pratik Pareek, Head of Insurance Equity Derivative Sales at Goldman Sachs. Source: Wink’s Sales & Market Report and LIMRA/Secure Retirement Institute).

Intellectual Property 40

Intellectual Property Loss Sales Capital 40

Wink Intel

AUGUST 31, 2023

“Goldman Sachs is pleased the Goldman Sachs Equity TimeX Index will be made available to North American customers, and we are excited about working with their team,” said Pratik Pareek, Head of Insurance Equity Derivative Sales at Goldman Sachs. Source: Wink’s Sales & Market Report and LIMRA/Secure Retirement Institute).

Intellectual Property 40

Intellectual Property Loss Sales Capital 40

Wink Intel

FEBRUARY 8, 2022

Continued execution on our strategic priorities will drive profitable growth, enable market-leading ROEs, deliver consistent capital generation and sustain our top quartile ESG performance all of which will maximize value creation for stakeholders.”. The Hartford is a leader in property and casualty insurance, group benefits and mutual funds.

Loss 40

Loss Capital Security Security 40

Wink Intel

NOVEMBER 14, 2022

We delivered robust sales and deposit flows across all four businesses and we are gaining momentum from some of the most attractive pricing conditions in recent history. Challenging global capital markets drove lower variable investment income as well as lower fee income in Individual Retirement and Group Retirement. BUSINESS RESULTS.

Loss 40

Loss Capital Sales Retail 40

Wink Intel

FEBRUARY 22, 2023

“In the fourth quarter and throughout the year, our diversified business platform and broad reach enabled robust sales and attractive margins in fixed and fixed index annuities, in addition to strong performance realized across all our businesses. Pension risk transfer sales were $1.3 The change was largely driven by $3.0

Loss 40

Loss Sales Security Security 40