Wink Intel

MAY 14, 2024

Company Highlights Sustainable sales growth across multi-channel platform: Gross sales of $3.5 billion of gross sales, an increase of 6% over the first quarter of 2023, powered by our retail and institutional market sales. Profitable Retail channel sales were $2.8 Profitable Retail channel sales were $2.8

Loss 40

Loss Capital Retail Sales 40

Alpha Sense BI

SEPTEMBER 6, 2023

2023 so far has revealed ideal conditions for dealmaking due to valuation resets, lessened competition for deals, and new assets coming to market. You must ask questions about the sale or the business, as you need answers to the questions You might also need answers the documents don’t offer. Why are you selling the business?

Due Diligence 52

Due Diligence Intellectual Property Capital Analysis 52

Wink Intel

MAY 14, 2024

in the first quarter of 2023 F&G Segment sustainable sales growth across multi-channel platform and record assets under management : For the F&G Segment, gross sales of $3.5 Chris Blunt , President and Chief Executive Officer, commented, “We delivered gross sales of $3.5 Adjusted pre-tax title margin was 10.7%

Loss 40

Loss Retail Sales Capital 40

Alpha Sense BI

NOVEMBER 27, 2023

outweigh empty sales pitches on strategy. But, what does that entail exactly? Institutional sales people frequently possess two to three decades of experience and have strong relationships with buy-side investors, making them influential advocates for your cause. YoY and QoQs fiscal performance reports, etc.)

Capital 98

Capital Analysis Intelligence Agents Research 98

Wink Intel

OCTOBER 24, 2022

The transaction – which excludes Securian Financial’s pension risk transfer and institutional retirement businesses – will significantly expand the scale and competitive position of The Standard’s retirement offerings in the U.S. We’re guided by our purpose of helping customers build secure tomorrows. Paul, Minn., As of Sept.

Business 40

Business Competitive Positioning Banking Security 40

Wink Intel

JULY 26, 2022

The Index includes equity securities of large and medium sized US companies, while tilting the allocation towards companies that are expected to be successful in a low carbon economy. The Investment Bank is an active participant in capital markets flow activities, including sales, trading and market-making across a range of securities.

Banking 40

Banking Capital Globalization Security 40

Wink Intel

DECEMBER 20, 2021

During recent reviews by both agencies, Penn Mutual received stable outlooks and was noted for its strong competitive position, solid market presence in U.S. HORSHAM, Pa. , Dec. individual life and annuities markets, differentiated technology and national distribution network.

Competitive Positioning 40

Competitive Positioning Innovation Technology Technology 40

Wink Intel

MAY 15, 2023

Our focus is to maintain a competitive position on pricing and service to continue sales momentum in 2023. Of the first quarter 2023 sales of $194.6 million , 69% was in the MYGA category and the remaining 31% consisted of sales of FIA. Ceded premiums were $102.1 million in the first quarter of 2022.

Loss 40

Loss Capital KPI Security 40

Wink Intel

MARCH 2, 2021

.–( BUSINESS WIRE )–Massachusetts Mutual Life Insurance Company (MassMutual) today reported strong financial results 1 for 2020 – including sales, earnings and capital growth – while making excellent progress on its strategy and providing support to its stakeholders in a year marked by extraordinary environmental challenges.

Capital 40

Capital Competitive Positioning Security Security 40

Wink Intel

MAY 16, 2022

The focus of the team continues to be on the key drivers of growth and profitability: Deepening distribution relationships, state expansion to achieve sales growth, reinsurance, investment management, and operational readiness and efficiency. We continue to see intense competition in the annuity market through aggressive pricing.

Loss 40

Loss Capital Finance KPI 40

Wink Intel

NOVEMBER 13, 2023

Third Quarter Highlights Steady Sales: Gross sales of $2.8 billion and net sales of $2.3 Reflects lower retail channel sales offset by higher institutional market sales. Profitable retail channel sales were $1.9 Profitable retail channel sales were $1.9 Institutional market sales were $0.9

Loss 40

Loss Capital Retail Sales 40

Wink Intel

FEBRUARY 26, 2024

Company Highlights Record profitable gross sales for F&G continues: Record gross sales of $4.1 For the full year 2023, record gross sales of $13.2 Common shares outstanding 126 126 126 126 1 See definition of non-GAAP measures below Fourth Quarter 2023 Results Record gross sales were $4.1

Loss 40

Loss Capital Retail Sales 40

Wink Intel

AUGUST 15, 2023

Our focus is to maintain a competitive position on pricing and service to continue sales momentum in 2023. Of the second quarter 2023 sales of $263.2 million , 57% was in the MYGA category and the remaining 43% consisted of sales of FIA. Of the 2023 year to date sales of $457.8 Ceded premiums were $116.3

Loss 40

Loss Capital KPI Sales 40

Wink Intel

NOVEMBER 14, 2022

Nicholas concluded: “We have positioned the Company well to execute on the opportunities before us, which are substantial, and to build on the value of our platform. We continue to see intense competition in the fixed annuity market around pricing and new competitors. Of the third quarter 2022 sales, approximately 64.6%

Loss 40

Loss Capital KPI Sales 40

Wink Intel

AUGUST 15, 2023

Second Quarter Highlights Gross sales: Gross sales of $3.0 billion in the second quarter 2022, driven by higher retail channel sales offset by slightly lower institutional market sales, which we expect to be lumpier and more opportunistic than our retail channels Net sales reflect third party flow reinsurance: Net sales of $2.2

Loss 40

Loss Capital Retail Sales 40

Wink Intel

AUGUST 15, 2022

The focus of the team continues to be on the key drivers of growth and profitability: Deepening distribution relationships, state expansion to achieve sales growth, reinsurance, investment management, and operational readiness and efficiency. Nicholas concluded: “Our opportunities are substantial to build on the value of our platform.

Loss 40

Loss Capital KPI Sales 40

Wink Intel

FEBRUARY 26, 2024

billion for the full year, a 26% decrease from full year 2022 Record F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $4.1 Gross sales of $13.2 Total revenue, excluding recognized gains and losses, of $1.7 billion for the fourth quarter, a 9% decrease from $1.8

Loss 40

Loss Retail Sales Capital 40

Wink Intel

NOVEMBER 22, 2021

“In a career that spans more than two decades with our company, he has held leadership roles and produced outstanding results in virtually every line of business and has a clear vision for enhancing our unrivaled competitive positioning. In 2018, Mr. DeSanto assumed oversight for New York Life’s top-ranked retail annuity business line.

Competitive Positioning 40

Competitive Positioning Finance Retail Capital 40

Wink Intel

MAY 8, 2023

First Quarter Highlights Record gross sales: Total gross sales of $3.3 billion in the first quarter 2022, reflecting third party flow reinsurance which increased from 50% to 75% of multiyear guaranteed annuity (MYGA) sales effective in September 2022 Record assets under management: Ending assets under management (AUM) were $45.4

Loss 40

Loss Capital Retail Sales 40

Wink Intel

AUGUST 15, 2023

Steady F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $3.0 billion in the second quarter of 2022, reflecting higher retail channel sales offset by lower institutional market sales which we expect to be lumpier; record assets under management (AUM) of $46.3

Loss 40

Loss Retail Sales Management 40

Wink Intel

NOVEMBER 13, 2023

billion in the third quarter of 2022, is more comparable with historical levels as seen in 2018 and 2019 Steady F&G Segment gross sales and record assets under management : For the F&G Segment, gross sales of $2.8 Chris Blunt , President and Chief Executive Officer, commented, “We generated gross sales of $2.8

Loss 40

Loss Retail Sales Management 40

Wink Intel

AUGUST 8, 2023

1 Per LIMRA US Individual Annuities YTD 4Q2022, Athene ranked number one in total fixed annuity sales for calendar year 2022. Athene specializes in helping its customers achieve financial security and is a solutions provider to institutions. Fast Convergence and FC are trademarks of BofA Securities, Inc.

IT 40

IT Banking Globalization Loss 40

Wink Intel

AUGUST 1, 2023

1 Per LIMRA US Individual Annuities YTD 4Q2022, Athene ranked number one in total fixed annuity sales for calendar year 2022. Athene specializes in helping its customers achieve financial security and is a solutions provider to institutions. Fast Convergence and FC are trademarks of BofA Securities, Inc.

IT 40

IT Banking Globalization Loss 40

Wink Intel

JULY 11, 2023

Special coverage on the Russia – Ukraine war; global inflation; recovery analysis from COVID-19; supply chain disruptions, global trade tensions; and risk of recession Global competitiveness and key competitor positions Market presence across multiple geographical footprints – Strong/Active/Niche/Trivial – buy the report!

Marketing 40

Marketing Marketing Market Segmentation Business 40

Wink Intel

MARCH 1, 2022

Strong profitability: Adjusted net earnings increased 5% over fourth quarter 2020 and 49% over full year 2020, driven by Title’s record top line performance and industry leading margins, F&G’s record sales boosting asset growth, and strong execution across the team. billion and full year sales of $9.6 Year to Date.

Loss 40

Loss Sales Retail Management 40

Wink Intel

FEBRUARY 8, 2022

Swift said, “We begin 2022 competitively positioned with strong momentum and a winning formula to consistently produce superior risk-adjusted returns. Fully insured ongoing sales were $67 million in fourth quarter 2021, up 37%, with increases in both group disability and group life. Loss ratio of 84.0% deteriorated 3.8

Loss 40

Loss Capital Security Security 40