General Insurance Financial Overview slide image

General Insurance Financial Overview

General Insurance: Global Commercial Lines NPW grew 18%; AYCR, as adjusted improved by 3.1 points in FY'21 ($M) FY'20 FY'21 General Insurance Net Premiums Written ($M) Net premiums written Global Commercial Lines $22,959 $25,890 Net premiums earned +18% $18,256 $23,662 $25,057 $15,509 +16% Loss and loss adjustment expense 16,803 16,097 (Ex. FX) Acquisition expenses $8,030 Global Personal Insurance $7,450 +2% $7,634 +1% (Ex. FX) 4,821 4,903 $6,874 General operating expenses 3,062 3,002 $6,127 $6,301 Underwriting income (loss) ($1,024) $1,055 Net investment income ☐ General Insurance AYCR, as adjusted was 91.0, a 3.1 point improvement from FY'20 due to improved NA and $2,925 $3,304 $10,226 $8,635 Adjusted pre-tax income International Commercial Lines and NA Personal Insurance underwriting results $1,901 $4,359 $1,149 $1,507 Note: Impact of CATS, pre-tax ■ General Insurance NPW increased by 13% to $25.9B from FY'20 (11% on a constant dollar basis) ($2,428) ($1,357) FY'20 FY'21 ■North America FY'20 International FY'21 AIG Copyright © 2022 by American International Group, Inc. All rights reserved. No part of this document may be reproduced, republished or reposted without the permission of AIG. Calendar Year Combined Ratios (CYCR) Accident Year Combined Ratio (AYCR), as adjusted AYCR, as adjusted improved -3.1 points CYCR improved 104.3% -8.5 points 95.8% 94.1% 10.3% 5.4% 12.9% 12.9% 12.0% 20.4% 20.4% 19.6% 60.8% 59.4% -0.1% FY'20 -0.6% FY'21 91.0% 12.0% 19.6% 60.8% 59.4% FY'20 FY'21 ■AYLR, As Adj. Acq. Ratio GOE Ratio ■PYD Ratio CAT Ratio ■AYLR, As Adj. Acq. Ratio GOE Ratio 21
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