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: Leveraging our competitive advantages
Individual Insurance, Savings and Retirement Ready for more Leveraging our competitive advantages 2025 INVESTOR EVENT
Slide 2: Renée Laflamme, Executive Vice-President
2025 INVESTOR EVENT RENÉE LAFLAMME Executive Vice-President Individual Insurance, Savings and Retirement 2
Slide 3: Key takeaways
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Key takeaways Faster growth Leader in Superior than the Canadian the mass-market execution industry + outperforming supported by peers in the key strategic mid-market advantages 3
Slide 4: Faster growth than the Canadian industry
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Faster growth than the Canadian industry Individual insurance Segregated funds Number of policies sold Sales1 - New premium Total Net Sales Assets Under Management1 2020-2024 CAGR 2020-2024 CAGR 2020-2024 2020-2024 CAGR 5.0% 15.1% $10.
Slide 5: Leading the mass-market and outperforming in the mid-market
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Leading the mass-market and outperforming in the mid-market MASS-MARKET MID-MARKET Leader Becoming the leader up to $10K $10K to $75K DEFINITION Annual premium Annual premium INSURANCE SALES 2020-2024 CAGR 9% 31% up to $500K $500K to $
Slide 6: Superior execution supported by key strategic advantages
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Superior execution supported Target by key strategic advantages Distribution markets the iA way Scalability Products Integration of these strengths creates unmatched value Technology Best-in-class Geared to scale Unparalleled Wide and
Slide 7: Geared to scale in our target markets
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Geared to scale in our target markets Operational excellence driving the capture of substantial future growth opportunities Capacity to handle volume Volume agnostic1 Future growth $14 In-force policy 238K servicing cost while peers’ a
Slide 8: Unparalleled distribution reach
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Unparalleled distribution reach Leverage and continue expanding our diversified distribution network Increase • Expanding distribution footprint in all networks, including in the fast-growing number of active immigrant markets advisors
Slide 9: Wide and complete range of products
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Wide and complete range of products High performing product portfolio contributing to ROE1 expansion Individual insurance Key strengths More than 1 in 4 individual insurance policies sold2 in Canada, which positions • Agility to quickl
Slide 10: Best-in-class digital tools & leading-edge technology
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Best-in-class digital tools & leading-edge technology Elevating our ecosystem to better support our clients and advisors Underwriting rules engine Leading advisors' platform Insurance back-office iA 2025 Decision making award winner Si
Slide 11: Unique end-to-end digital integration of processes
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT Unique end-to-end digital integration of processes Contribute to the ROE expansion by maximizing Accelerate straight-through processing (STP) use of data and AI to enhance capabilities 54% 38% • New underwriting rules engine automated
Slide 12: A robust plan to elevate our performance going forward
2025 INDIVIDUAL INSURANCE, SAVINGS AND RETIREMENT INVESTOR EVENT A robust plan to elevate our performance going forward Outperforming the market Driving ROE Expansion • Sales targets1: • New sales bringing higher ROE than the - Insurance total premiums: 5% to 8% Company’s target annual growth rate •
Slide 13: Appendix
Appendix 2025 INVESTOR EVENT
Slide 14: Footnotes
2025 APPENDIX – READY FOR MORE, LEVERAGING OUR COMPETITIVE ADVANTAGES – RENÉE LAFLAMME INVESTOR EVENT Footnotes Slide 4 (1) Sales, assets under management, net premiums; and premium equivalents and deposits represent supplementary financial measures. Refer to the “Non-IFRS and Additional Financial M
Slide 15: Non-IFRS and Additional Financial Measures
2025 APPENDIX – READY FOR MORE, LEVERAGING OUR COMPETITIVE ADVANTAGES – RENÉE LAFLAMME 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 Standa
Slide 16: Forward-looking statements
2025 APPENDIX – READY FOR MORE, LEVERAGING OUR COMPETITIVE ADVANTAGES – RENÉE LAFLAMME 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 depen
Slide 17: February 24, 2025
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