Sun Life Financial Inc. · TSX:SLF
Sun Life Financial — Shareholder Meeting (May 2009)
19 slides from Sun Life Financial's shareholder meeting presentation, May 21, 2009
Slide 1: 9th Annual Meeting of Common Shareholders of Sun Life Financial Inc.
9th Annual Meeting of Common Shareholders of Sun Life Financial Inc. 138th Annual Meeting of Voting Policyholders and the Shareholder of Sun Life Assurance Company of Canada
Slide 2: Forward-Looking Statements
Forward-Looking Statements • Certain statements contained in this document, including those relating to the Company’s strategies and other statements that are predictive in nature, that depend upon or refer to future events or conditions, or that include words such as “expects”, “anticipates”, “inte
Slide 3: Strength. Insight. Confidence.
Strength. Insight. Confidence. May 21, 2009 Donald A. Stewart Chief Executive Officer Sun Life Financial
Slide 4: Agenda
Agenda • 2008 and Q1 2009 results • Maintaining Sun Life’s strengths • Sun Life guarantees • Focusing on fundamentals 4
Slide 5: Review of 2008 and Q1 2009
Review of 2008 and Q1 2009 ee a Insight. Confidence. Empow: Sun 5 Life Financial
Slide 6: Capital strength
Capital strength 250% 238% 232% 216% 222% 213% Gold standard 200% Minimum requirement 150% 100% 50% 0% 2004 2005 2006 2007 2008 Minimum Continuing Capital & Surplus Requirements ratio Represents the MCCSR ratio of Sun Life Assurance Company of Canada 6
Slide 7: Strong, loyal customer base
Strong, loyal customer base Customer benefits and focus remain healthy Total assets under management of $375 billion represent continuing trust and business placed by millions of Sun Life customers 7
Slide 8: Recognition
Recognition Employees and advisors maintaining dedication, professionalism and focus on our customers during challenging times 8
Slide 9: Sun Life of Canada
Sun Life of Canada • Leadership position • Cornerstone of international success • Canadian financial system hailed as best in the world • Successful Canadian-based institutions 9
Slide 10: Position of strength
Position of strength • Strong capital position • Balanced business model – product breadth – geographic diversity 10
Slide 11: Position of strength
Position of strength • Demographic-driven demand • Growth opportunity • Solid customer commitments 11
Slide 12: North America
North America • Sales and revenue momentum • SunWise Elite Plus • Group businesses standing out • Hedging delivering results 12
Slide 13: MFS
MFS Exceptional performance by Only fund manager ranked in Top Five for: 1-year return 5-year return 10-year return 13
Slide 14: Asia
Asia Individual Life Insurance Sales* (C$ millions) 900 801 800 700 596 600 500 400 337 300 261 239 200 130 100 0 2003 2004 2005 2006 2007 2008 * Includes the Company’s joint ventures in India and China on a 100% basis 14
Slide 15: Building for tomorrow
Building for tomorrow • Maintain strong capital base • $750 million of additional capital • Execute enterprise strategy • Enhance strategic risk management • Align customer experience 15
Slide 16: Retirement challenge intensifies
Retirement challenge intensifies People are less confident they will be able to retire comfortably • 50% expect to work past 65 • 20% to age 70 • 75% want retirement income guarantees 16
Slide 17: A lifetime of confidence
A lifetime of confidence Retirement Savings and disbursement needs 30 40 50 60 70 80 90 Age 17
Slide 18: A lifetime of confidence: Focus on fundamentals
A lifetime of confidence Focus on fundamentals • Maintain strong balance sheet • Products to meet customer needs • Deepen insights • Help customers in a changing world 18
Slide 19: 9th Annual Meeting of Common Shareholders of Sun Life Financial Inc.
9th Annual Meeting of Common Shareholders of Sun Life Financial Inc. 138th Annual Meeting of Voting Policyholders and the Shareholder of Sun Life Assurance Company of Canada 19