Ia Financial Corporation Inc. · TSX:IAG
Ia Financial — Investor Day (February 2025)
15 slides from Ia Financial's investor day presentation, Feb 24, 2025
Slide 1: Ready for more
U.S. Life - Vericity Ready for more Accelerating growth through digital capabilities 2025 INVESTOR EVENT
Slide 2: Melissa Balsan
2025 INVESTOR EVENT Melissa Balsan President & COO, eFinancial EVP and Chief Marketing Officer, eFinancial and Fidelity Life 2
Slide 3: Key takeaways
2025 U.S. LIFE - VERICITY INVESTOR EVENT Key takeaways Best-in-class Ability to serve Favourable and scalable current and market forces and capabilities emerging consumer diverse business built over a needs creates model position long history of several pathways business for innovation to grow stron
Slide 4: Delivering U.S. growth from a solid base
2025 U.S. LIFE - VERICITY INVESTOR EVENT Delivering U.S. growth from a solid base Protection-oriented Digitally focused, Data and life insurance carrier direct-to-consumer technology 20+ years’ experience marketing and leveraged across with accelerated sales agency enterprise underwriting 4
Slide 5: History of innovation
2025 U.S. LIFE - VERICITY INVESTOR EVENT History of innovation Innovative Innovative technology Innovative products thinking 2024 2021-2022 2020 2017 – 2018 • Launched new • Acquisition 2007 – 2015 • Adopted fully-online, one-year by iA • Launched technology cloud-based dialer 1896 – 2006 • Pioneer
Slide 6: Ability to serve all consumer needs
2025 U.S. LIFE - VERICITY INVESTOR EVENT Ability to serve all consumer needs U.S. Consumer Preferences 44% 24% 24% 8% Research Online Research Online Research Say They + Buy In Person + Buy via Phone, + Buy Entirely Wouldn’t Use Mail, Online Chat Online Internet at All Fidelity Life product, Fidelit
Slide 7: Market dynamics favourable to growth
2025 U.S. LIFE - VERICITY INVESTOR EVENT Market dynamics favourable to growth Vericity’s recent Insurtechs and Consumer life Opportunity in growth continues direct-to-consumer insurance need large, growing to outpace competitors greater than ever Voluntary Worksite U.S. Life Insurance exiting the –
Slide 8: Several pathways for future growth
2025 U.S. LIFE - VERICITY INVESTOR EVENT Several pathways for future growth U.S. Life Insurance Market U.S. Middle Market Agent-Assisted Third Digital Sales Party Vericity’s Direct to Co-Branded Marketplace Platforms Brokers Consumer Brands Cross-Selling Offering Go-To-Market Avenues Veric
Slide 9: Unlock scale and deliver profitable growth
2025 U.S. LIFE - VERICITY INVESTOR EVENT Unlock scale and deliver profitable growth 10%+ annual sales growth1 Deliver positive core operating profit Increase sales and extend positive operating leverage Invest to deploy powerful capabilities to meet current and future consumer demands For all footno
Slide 10: Strategic growth initiatives
2025 U.S. LIFE - VERICITY INVESTOR EVENT Strategic growth initiatives Expanding sales and achieving scale, the iA way Expand Grow Build Financial target market digitally-enabled strategic reach sales partnerships target1 U.S. Middle Direct-to- Extend proven Market consumer models Target markets Dist
Slide 11: Appendix
Appendix 2025 INVESTOR EVENT
Slide 12: Footnotes
2025 APPENDIX – READY FOR MORE, ACCELERATING GROWTH THROUGH DIGITAL CAPABILITIES – MELISSA BALSAN INVESTOR EVENT Footnotes Slide 9 and 10 (1) See “Forward-Looking Statements”. Market guidance has been made available by iA Financial Group on the date of this presentation. The purpose of this financia
Slide 13: Non-IFRS and Additional Financial Measures
2025 APPENDIX – READY FOR MORE, ACCELERATING GROWTH THROUGH DIGITAL CAPABILITIES – MELISSA BALSAN 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® Accoun
Slide 14: Forward-looking statements
2025 APPENDIX – READY FOR MORE, ACCELERATING GROWTH THROUGH DIGITAL CAPABILITIES – MELISSA BALSAN 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,
Slide 15: February 24, 2025
FEBRUARY 24, 2025