Ia Financial Corporation Inc. · TSX:IAG
Ia Financial — Investor Day (February 2025)
17 slides from Ia Financial's investor day presentation, Feb 24, 2025
Slide 1: Ready for more: Accelerating growth in the U.S.
U.S. Operations Ready for more Accelerating growth in the U.S. 2025 INVESTOR EVENT
Slide 2: Sean O'Brien, Chief Growth Officer, US Operations
2025 INVESTOR EVENT SEAN O’BRIEN Executive Vice-President and Chief Growth Officer US Operations 2
Slide 3: Key takeaways
2025 U.S. OPERATIONS INVESTOR EVENT Key takeaways Strong Robust All set to Key businesses strategy capture market contributor operating in leveraging shares and to iA ROE1 high-potential the iA further scale expansion expertise and the business markets know-how 3 For all footnotes on this slide, ref
Slide 4: From Canada to the U.S.
2025 U.S. OPERATIONS INVESTOR EVENT From Canada to the U.S. Focusing on businesses that we have mastered Substantial growth potential in the U.S., both organically and by acquisition Targeting growth in businesses where iA is long established and a leader in Canada Property & Casualty Leveraging our
Slide 5: Delivering U.S. growth from a solid base
2025 U.S. OPERATIONS INVESTOR EVENT Delivering U.S. growth from a solid base Strong organic growth, bolstered by acquisitions, to propel ROE expansion Guiding Organic growth Purposeful and principles drivers disciplined • Enter strategic markets • Expanding distribution acquisitions where iA has exp
Slide 6: Ready for accelerated growth, in Individual Insurance and Dealer Services
2025 U.S. OPERATIONS INVESTOR EVENT Ready for accelerated growth, in Individual Insurance and Dealer Services Individual Insurance Phase 1 Phase 2 Phase 3 Entry into life Strengthening Accelerating insurance the foundations growth 2015 to 2020 2020 to 2024 American- 17% CAGR sales1,2 16% CAGR sales2
Slide 7: Achieving the vision in Individual Insurance
2025 U.S. OPERATIONS INVESTOR EVENT Achieving the vision in Individual Insurance Solid growth story since 2010 A sharp rise in Adding scale and footprint profitable sales for greater profitability (sales, $MUS) Leading to a • Nationwide presence across the U.S. 227 significant increase • Leadership
Slide 8: Delivering the vision in Dealer Services
2025 U.S. OPERATIONS INVESTOR EVENT Delivering the vision in Dealer Services Ready to accelerate growth with a strong base Sales up almost 3 times Integrated, optimized since 2018 and ready for more profitable growth (sales, $MUS) Modest increase 1 087 in profits amid a • Nationwide presence with 19
Slide 9: Individual Insurance
2025 U.S. OPERATIONS INVESTOR EVENT Individual Insurance Growing in the mass-mid market, the iA way Targeting the mass and Continuously strengthening our mid-market, as well as seniors distribution networks, and adding and the Hispanic market Target digital distribution with Vericity Distribution ma
Slide 10: U.S. Dealers
2025 U.S. OPERATIONS INVESTOR EVENT U.S. Dealers Achieving profitable growth through strong distributor relationships Fostering deep and lasting Targeting a diversified clientele relationships with dealers by of new and used vehicle offering revenue-enhancing services buyers throughout the U.S. Targ
Slide 11: A quarter of iA's core ROE increase by 2027 expected from the U.S.
2025 U.S. OPERATIONS INVESTOR EVENT A quarter of iA’s core ROE increase †† by 2027 expected from the U.S. Profitability Powered evenly by both key drivers U.S. business units • Strong business growth • Rigorous pricing Individual Insurance U.S. Dealers discipline financial target1 financial target1
Slide 12: Ready for solid growth and profitability
2025 U.S. OPERATIONS INVESTOR EVENT Ready for solid growth and profitability American-Amicable Vericity Dealer Services Delivering growth, Elevating distribution capabilities Clear path to drive the iA way on the strength of data and technology ROE expansion JOE DUNLAP MELISSA BALSAN JOHN LAUDENSLAG
Slide 13: Appendix
Appendix 2025 INVESTOR EVENT
Slide 14: Footnotes
2025 APPENDIX – READY FOR MORE, ACCELERATING GROWTH IN THE U.S. – SEAN O’BRIEN INVESTOR EVENT Footnotes For all slides In this presentation, items marked with the † symbol are non-IFRS financial measures and items marked with the †† symbol are non-IFRS ratios. Refer to the “Non-IFRS and Additional F
Slide 15: Non-IFRS and Additional Financial Measures
2025 APPENDIX – READY FOR MORE, ACCELERATING GROWTH IN THE U.S. – SEAN O’BRIEN INVESTOR EVENT Non-IFRS and Additional Financial Measures iA Financial Corporation (hereinafter referred to as the “Company”) reports its financial results and statements in accordance with IFRS® Accounting Standards (ref
Slide 16: Forward-looking statements
2025 APPENDIX – READY FOR MORE, ACCELERATING GROWTH IN THE U.S. – SEAN O’BRIEN INVESTOR EVENT Forward-looking statements This document may contain statements relating to strategies used by iA Financial Group or statements that are predictive or otherwise forward-looking in nature, that depend upon o
Slide 17: February 24, 2025
FEBRUARY 24, 2025