Brighthouse Financial, Inc. · NASDAQ:BHF

Brighthouse Financial — Investor Presentation

20 slides from Brighthouse Financial's investor presentation

1. Slide 1: Investing Today: Keeping Perspective in Volatile Markets

   ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Investing Today Keeping Perspective in Volatile Markets

2. Slide 2: Welcome to Your Investing Today Handbook

   Welcome to Your Investing Today Handbook ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

3. Slide 3: Evaluate Volatility, Consider the Noise, Understand Your Threshold

   ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Evaluate Volatility Consider the Noise Understand Your Threshold Focus on What You Can Control Communicate Your Needs The Emotional Investor, Jay Mooreland, MS, CFP®, was paid a fee to prepare this presentation. The author i

4. Slide 4: Evaluate Volatility

   Evaluate Volatility Volatility: • Is an inherent part of investing • Can create mispricing in securities • Can often cause us to react emotionally • Is a large function of time ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

5. Slide 5: Which chart would you prefer your portfolio to look like?

   ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Which chart would you Chart A prefer your portfolio to look like? Chart A and B represent the same investment, but Chart A is simply a nine-month period of time within Chart B.1 Chart B 1 hart A is S&P 500® Index from 11/200

6. Slide 6: Evaluate

   EVALUATE

7. Slide 7: Consider the Noise

   Consider the Noise Most information reported by the financial media is “noise,” not news. ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

8. Slide 8: U.S. Markets Tumble As Fear Spreads

   ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Take a look at the headline below from The Wall Street Journal dated January 24, 2014: “U.S. Markets Tumble As Fear Spreads” This headline was published when: • The S&P 500 was down just 3.1% from its all-time highs • There

9. Slide 9: Consider

   CONSIDER

10. Slide 10: Understand Your Threshold

    Understand Your Threshold The stock market is volatile by nature. ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

11. Slide 11: Identifying your personal threshold can be difficult

    ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Identifying your personal threshold can be difficult. Answer the following questions: • I would be concerned if my portfolio fell to $ • I would be devastated if my portfolio fell to $

12. Slide 12: Understand

    UNDERSTAND

13. Slide 13: Focus on What You Can Control

    Focus on What You Can Control Things you can control: Things you can’t control: • Investment allocation • Market performance • Risk exposure • Volatility • Tactical strategies • Economic policies (rebalancing, defining when to buy low) • Headlines • How you react/respond to the things you can’t cont

14. Slide 14: Jane and Joe performance comparison

    ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Jane Joe 0.0% 80.0% 64.1% -10.0% 60.0% -20.0% -17.7% 40.0% -30.0% 20.0% 7.5% -34.7% -40.0% 0.0% Jane Joe Performance as of March 9, 2009 Performance as of June 1, 2016 Over the short term, it appears Joe was wise in But over

15. Slide 15: Focus

    FOCUS

16. Slide 16: Communicate Your Needs

    Communicate Your Needs Your selected preferences will provide your financial professional information on how to most effectively communicate with you. In each series, select the statement that best describes you. Group 1 Group 2 A. Considers things objectively – seldom A. Analytical when making deci

17. Slide 17: Communication preference groups 3-5

    ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Group 3 Group 4 A. Maintains calm in volatile situations A. Values quality and accountability B. Is energized by change B. Energetically juggles multiple roles and tasks C. O ften defers decision making to C. Puts people and

18. Slide 18: Communicate

    COMMUNICATE

19. Slide 19: Notes

    Notes ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐

20. Slide 20: Brighthouse Financial service marks and disclosures

    ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ ☐ Brighthouse Financial and its design are service marks of Brighthouse Financial, Inc. or its affiliates. Part of the Investing Today value-add presentation prepared by The Emotional Investor and sponsored by Brighthouse Fina

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