Ia Financial Corporation Inc. · TSX:IAG
Ia Financial — Investor Day (February 2025)
14 slides from Ia Financial's investor day presentation, Feb 24, 2025
Slide 1: Ready for more: Delivering growth the iA way
US Life – American-Amicable Ready for more Delivering growth the iA way 2025 INVESTOR EVENT
Slide 2: Joe Dunlap, President, iA American Life and American-Amicable
2025 INVESTOR EVENT JOE DUNLAP President, iA American Life and American-Amicable Group of Companies 2
Slide 3: Key takeaways
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Key takeaways Solid track Poised for Clearly defined record of financial continued growth, initiatives for growth and supported by continued success performance strong distribution relationships 3
Slide 4: Scaling growth and solid track record
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Scaling growth and solid track record Focused and disciplined Leveraging on the iA way execution for continued success Number of policies issued1 Annual sales1,2 201M 191 483 ($US) 12% 18% 16% CAGR annual CAGR since growth since 2010 in 2024 2010 39 52
Slide 5: Well-established and growth-oriented
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Well-established and growth-oriented Market leadership in 2 key products Targeting high-potential markets Final expense Simplified issue • Mass to mid markets $10K-15K average $140K-150K average • Seniors face value face value Average annual premium Av
Slide 6: Distribution as a growth generator
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Distribution as a growth generator Harnessing the iA way • Wide reach with Independent Marketing Organizations • Strong risk management (IMOs) in 48 states and Puerto Rico1 expertise for profitable sales • Solid, lasting relationships with growth-orien
Slide 7: Major player in high-potential markets
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Major player in Top 3 high-potential markets Final expense sales Estimated 15% market share ~50% of Americans do not own #6 life insurance Number of whole life ~25% of Americans with life insurance policies issued say they need more coverage Already ~5
Slide 8: Building on our strengths, in the iA way
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Building on VISION AND CULTURE our strengths, • Experienced, excellence-driven management team • Solid client-focused culture in the iA way • Prudent, long-term management approach DEEP RELATIONSHIPS WITH DISTRIBUTION NETWORKS • Strong IMO retention dr
Slide 9: Ready for more: Strategic initiatives to drive more growth
2025 US LIFE – AMERICAN-AMICABLE INVESTOR EVENT Ready for more Strategic initiatives to drive more growth Seize acquisition Maintain strong Financial Expand opportunities pricing discipline distribution target1 Ease of integration Target new business Adding IMOs and growth opportunities to drive opp
Slide 10: Appendix
Appendix 2025 INVESTOR EVENT
Slide 11: Footnotes
2025 APPENDIX – READY FOR MORE, DELIVERING GROWTH THE IA WAY – JOE DUNLAP 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 Financ
Slide 12: Non-IFRS and Additional Financial Measures
2025 APPENDIX – READY FOR MORE, DELIVERING GROWTH THE IA WAY – JOE DUNLAP 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 (referred
Slide 13: Forward-looking statements
2025 APPENDIX – READY FOR MORE, DELIVERING GROWTH THE IA WAY – JOE DUNLAP 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 or ref
Slide 14: FEBRUARY 24, 2025
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