Brookfield Wealth Solutions Ltd. Class A · TSX:BNT
Brookfield Wealth Solutions Ltd. Class A — Investor Presentation (October 2025)
18 slides from Brookfield Wealth Solutions Ltd. Class A's investor presentation, Oct 29, 2025
Slide 1: Inside Brookfield Wealth Solutions
Inside Brookfield Wealth Solutions September 2025
Slide 2: Securing the financial futures of individuals and institutions
Brookfield Wealth Solutions is focused on securing the financial futures of individuals and institutions through a range of retirement services, wealth protection and tailored capital solutions. BROOKFIELD.COM 2
Slide 3: The Brookfield Ecosystem
The Brookfield Ecosystem Brookfield Wealth Solutions (BWS) combines its conservative risk culture with Brookfield Corporation’s capital base and Brookfield Asset Management’s investment capabilities to create value for policyholders and shareholders. Brookfield Access to $155 billion Wealth Solution
Slide 4: A look inside Brookfield Wealth Solutions
A look inside Brookfield Wealth Solutions
Slide 5: Brookfield Wealth Solutions has…
Brookfield Wealth Solutions has… • Retail and institutional annuities, commercial property and casualty, reinsurance solutions A diversified insurance business • Insurance operations span jurisdictions around the world • Independent board and standalone governance A ring-fenced organizational struct
Slide 6: Diversified Insurance
Diversified Insurance Through its operating subsidiaries, BWS offers a broad range of insurance products and services with a focus on retirement solutions. By leveraging its diversified, A-rated1 insurance companies, BWS provides more options and guaranteed returns to individuals and institutions. ~
Slide 7: Diversified Insurance
Diversified Insurance We have built the business into one of the leading providers of Toronto London annuities in North America and have expanded our operations New York to provide financial security Tokyo around the world. CORPORATE OFFICE Bermuda OPERATING COMPANY BROOKFIELD.COM 7
Slide 8: Diversified Insurance
Diversified Insurance We prioritize originating long-dated, low-volatility, predictable liabilities that match well with Brookfield’s investment capabilities. • 9-year weighted average life of annuity BWS Liabilities1 policies2, a longer duration than many annuity peers 4% 4% • ~90% of our retail an
Slide 9: Ring-fenced Organizational Structure
Ring-fenced Organizational Structure BWS has an independent board and standalone governance structure to facilitate transparent oversight of its operations. Each of its insurance companies is self-funded to meet policyholder obligations. Public Shareholders Public Shareholders Brookfield Wealth Solu
Slide 10: Alignment with Policyholders
Alignment with Policyholders BWS has been built using 100% of its own balance sheet capital, aligning the business with the long-term interests of policyholders. $9 Billion1 Brookfield Corporation invested to establish and grow BWS $3 Billion1 Reinvested to date to support financial strength of our
Slide 11: Strong Capital Position
Strong Capital Position Following organic and inorganic growth, we now have ~$135 billion insurance assets and over $16 billion of group capital across our holding companies and regulated insurance subsidiaries, which have consistently achieved ratings upgrades. 20 Authorized in Upgraded to ‘A’ by A
Slide 12: Long-term, Stable Investments
Long-term, Stable Investments We leverage Brookfield’s expertise to better underwrite debt and equity investments that generate long-term, inflation-protected cash flows. These low-risk, long-duration assets are ideal for insurance balance sheets. High-quality Asset Portfolio1 Corp and Government bo
Slide 13: Long-term, Stable Investments
Long-term, Stable Investments Through Brookfield, we have access to a leading investment franchise with deep expertise in long-life assets and essential businesses that underpin the global economy. Operational value creation is The long-dated nature of Brookfield’s investments are aligned with the p
Slide 14: Long-term, Stable Investments: Value Creation in Asset Sales
Long-term, Stable Investments We continuously review our investment portfolio to ensure proper alignment with the needs of policyholders and our business. Value Creation in Asset Sales1 Case Study • When we acquired American National, the real estate portfolio primarily comprised smaller properties
Slide 15: Robust Oversight and Review Process
Robust Oversight and Review Process BWS is subject to robust oversight in each of its key jurisdictions, delivering key reports and publishing regular disclosures. Key stakeholders Key reports & disclosures Brookfield Wealth • U.S. GAAP SEC reporting Solutions • Audited by Deloitte • Dedicated quart
Slide 16: Robust Oversight and Review Process
Robust Oversight and Review Process. Our robust, multilayered investment process is designed to ensure that every investment decision is made in the best interests of the BWS insurance companies and their policyholders Step 1: Step 2: Step 3: Step 4: Step 5: Step 6: Development of Investment Origina
Slide 17: End Notes
End Notes Slide 5 2. As of June 30, 2025. Totals may be rounded. Calculated using a serves as the investment manager of certain insurance company 1. As of June 30, 2025. Totals may be rounded. Insurance assets refer Macaulay duration calculation. subsidiaries of Brookfield Wealth Solutions Ltd. to t
Slide 18: Notice to readers
Notice to readers This document is confidential and is intended solely for the information of the person to whom it has been delivered. It may political or other circumstances) beyond the Brookfield Group’s control, the actual performance of the business could differ not be reproduced, made public o
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