General Insurance Financial Overview slide image

General Insurance Financial Overview

Non-GAAP Reconciliations- Adjusted Pre-tax and After-tax Income - Consolidated (in millions) After-tax net income (loss), including noncontrolling interests Noncontrolling interests (income) loss Net income (loss) attributable to AIG Dividends on preferred stock Net income (loss) attributable to AIG common shareholders Adjustments to arrive at Adjusted after-tax income (amounts net of tax, at U.S. statutory tax rate for each respective period, except where noted): Changes in uncertain tax positions and other tax adjustments (a) Deferred income tax valuation allowance (releases) charges (b) Changes in fair value of securities used to hedge guaranteed living benefits Changes in benefit reserves and DAC, VOBA and DSI related to net realized gains (losses) Changes in the fair value of equity securities Loss (gain) on extinguishment of debt Net investment income on Fortitude Re funds withheld assets(c) Net realized gains on Fortitude Re funds withheld assets(c) Twelve Months Ended Quarterly December 31, 4Q20 4Q21 2020 2021 $ (16) $ 4,106 $ (5,829) $ 9,923 (37) (360) (115) (535) $ (53) $ 3,746 $ (5,944) $ 9,388 7 $ (60) $ 7 3,739 $ 29 (5,973) $ 29 9,359 (336) (97) (132) (998) (157) 12 (65) 718 (13) 1 (32) (48) (171) (18) (9) 41 (171) 157 (158) 188 (2) 189 10 307 (378) (381) (832) (264) (369) (365) (1,557) (792) Net realized losses on Fortitude Re funds withheld embedded derivative (c) 910 570 2,090 477 Net realized (gains) losses (d)(e) 1,141 (322) 75 Net (gain) loss on divestitures and (income) loss from discontinued operations (e) (21) (2,309) 6,911 (1,282) (2,394) Non-operating litigation reserves and settlements (13) 13 (1) (17) 2 Unfavorable (favorable) prior year development and related amortization changes ceded under retroactive reinsurance agreements (119) 11 (175) (147) Pension expense related to lump sum payments to former employees Net loss reserve discount (benefit) charge Integration and transaction costs associated with acquiring or divesting Businesses Restructuring and other costs Non-recurring costs related to regulatory or accounting changes 375 (202) 407 (153) 6 27 88 Noncontrolling interests (f) Adjusted after-tax income (loss) attributable to AIG common shareholders Weighted average diluted shares outstanding (g) 4801 22 9 65 102 15 7 བྷཧ 344 342 51 53 (1) 827 $ $ 868.4 (0.07) $ 0.94 222 1,339 $ 872.0 4.38 $ 1.58 62 222 2,201 $ 4,430 869.3 (6.88) $ 2.52 864.9 10.82 5.12 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. Income (loss) per common share attributable to AIG common shareholders (diluted) (g) Adjusted after-tax income per common share attributable to AIG common shareholders (diluted) (g) (a) The three months ended December 31, 2020 as well as twelve months ended December 31, 2021 and 2020 include the completion of audit activity by the Internal Revenue Service. Twelve months ended December 31, 2020 includes the write-down of net operating loss deferred tax assets in certain foreign jurisdictions, which is offset by valuation allowance release. (b) The three months ended December 31, 2020 as well as twelve months ended December 31, 2021 and 2020 include valuation allowance established against a portion of certain tax attribute carryforwards of AIG's U.S. federal consolidated income tax group, as well as valuation allowance changes in certain foreign jurisdictions. (c) Represents activity subsequent to the deconsolidation of Fortitude Re on June 2, 2020. (d) Includes all net realized gains and losses except earned income (periodic settlements and changes in settlement accruals) on derivative instruments used for non-qualifying (economic) hedging or for asset replication and net realized gains and losses on Fortitude Re funds withheld assets. (e) Includes the impact of non-U.S. tax rates which differ from the applicable U.S. statutory tax rate and tax-only adjustments. (f) For the year ended December 31, 2021, noncontrolling interests include realized non-operating gains on consolidated investment entities. Prior to June 2, 2020, noncontrolling interests was primarily due to the 19.9 percent investment in Fortitude by an affiliate of The Carlyle Group L.P. (Carlyle), which occurred in the fourth quarter of 2018. Carlyle was allocated 19.9 percent of Fortitude Holdings' standalone financial results through the June 2, 2020 closing date of the Majority Interest Fortitude Sale. Fortitude Holdings' results were mostly eliminated in AIG's consolidated income from continuing operations given that its results arose from intercompany transactions. Noncontrolling interests was calculated based on the standalone financial results of Fortitude Holdings. The most significant component of Fortitude Holdings' standalone results was the change in fair value of the embedded derivatives which changes with movements in interest rates and credit spreads, and which was recorded in net realized gains and losses of Fortitude Holdings. In accordance with AIG's adjusted after-tax income definition, realized gains and losses are excluded from noncontrolling interests. Subsequent to the Majority Interest Fortitude Sale, AIG owns 3.5 percent of Fortitude Holdings and no longer consolidates Fortitude Holdings in its financial statements as of such date. The minority interest in Fortitude Holdings is carried at cost within AIG's Other invested assets, which was $100 million as of December 31, 2021. (g) For the three-month period ended December 31, 2021, an option for Blackstone to exchange all or a portion of its ownership interest in SAFG for AIG common shares was anti-dilutive and are therefore excluded from the calculation of adjusted after-tax income per diluted share attributable to AIG common shareholders. Because we reported net losses attributable to AIG common shareholders for the three and twelve months ended December 31, 2020, all common stock equivalents are anti-dilutive and are therefore excluded from the calculation of diluted shares and diluted per share amounts. 33
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