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CL King Best Ideas Conference

Insurance Company Operations Amounts in millions before inter-company eliminations 1Q11 1Q10 Insurance Company Results FY10 FY09 FY08 $37.8 $27.6 Life insurance premiums $134.3 $109.6 $112.0 6.2 6.2 Property & casualty ins. premiums 27.6 28.3 28.4 7.4 7.4 Net investment income 25.3 29.5 33.0 0.5 0.7 Other revenue 2.9 5.1 4.5 51.9 41.9 Total revenues 190.1 172.5 177.9 9.5 8.3 Operating expenses 38.3 37.3 39.5 35.4 27.7 Benefits and losses 121.1 97.6 98.8 2.2 1.9 Amoritzation of DAC 7.6 12.4 13.2 47.1 37.9 Total expenses 167.0 147.3 151.5 4.8 4.0 Earnings from operations 23.1 25.2 26.4 (1.8) (1.4) Income tax expense (8.3) (9.0) (6.9) 3.0 2.6 Net earnings 14.8 16.2 19.5 2.1 1.7 Net earnings Oxford 10.3 11.2 13.6 0.9 0.9 Net earnings - RepWest 4.5 5.0 5.9 3.31.10 3.31.09 Selected Balance Sheet Data as of: 12.31.09 12.31.08 12.31.07 $621.0 $575.3 Total assets - Oxford $606.9 $592.8 $634.9 397.2 407.6 Total assets - RepWest 398.6 411.8 412.0 177.3 155.7 153.7 148.1 GAAP equity - Oxford GAAP equity - RepWest 173.2 156.7 150.7 151.7 147.9 148.6 11
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