Financial Review Q3 2020 slide image

Financial Review Q3 2020

The Bancorp LOANS & LEASES: INSTITUTIONAL BANKING LOAN PORTFOLIO INSTITUTIONAL BANKING PRIMARILY COMPRISED OF SECURITIES & CASH VALUE LIFE INSURANCE LENDING INSTITUTIONAL BANKING LOANS ($MILLIONS) TOP 10 SBLOC LOANS ($MILLIONS) LOAN TYPE Securities backed lines of credit (SBLOC) Insurance backed lines of credit (IBLOC) Advisor Financing Total 9/30/2020 PRINCIPAL BALANCE % OF PORTFOLIO $ 1,069 359 27 1,455 PORTFOLIO ATTRIBUTES SECURITIES BACKED LINES OF CREDIT • • No historical credit losses Underwriting standards of generally 50% to equities and 80% or more to fixed income securities INSURANCE BACKED LINES OF CREDIT No historical credit losses Loans backed by the cash value of whole life insurance policies PRINCIPAL BALANCE $ 73% 37 33 25% 2% 9/30/2020 % PRINCIPAL ΤΟ COLLATERAL 30% • 17 39% · 14 22% 12 33% 100% 10 47% 10 31% 06 9 23% 9 75% 9 49% 8 22% Total $ 131 35% 17
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