General Insurance Financial Overview slide image

General Insurance Financial Overview

Life and Retirement: Life Insurance shows solid international life sales, but continues to experience adverse mortality; Institutional Markets had strong reserve growth New Business Sales ($M) Premiums and Deposits ($M) $108 (+4% vs. 4Q20) 35% $1,206 (+4% vs. 4Q20) New Business Sales Mix 4Q20 40% 4Q21 Life Insurance APTI ($M) ($8) n.m. 4Q21 vs 4Q20 APTI reflects Favorable impacts from: ■ Higher alternative investments income Unfavorable impacts from: ■ Adverse mortality, albeit lower than high water mark at 1Q21 Other Key Metrics Favorable impacts from: Premiums and deposits continue to benefit from solid international life sales AIG Copyright ® 2022 by American International Group, Inc. All rights reserved. No part of this document may be reproduced, republished or reposted without the permission of AIG. 60% 65% Domestic (U.S.) International APTI ($M) $165 (+30% vs. 4Q20) Premiums and Deposits ($M) GAAP Reserves ($B) ■ $30.2 $1,287 $2,233 $27.3 $7.5 $25 $8.1 $2.7 $0.1 $850 $2.2 $5.1 $2,111 $5.1 $11.5 $4 $369 $64 $97 4Q20 4Q21 - SS ■ PRT $8.2 $3.6 $3.5 Institutional Markets 4Q21 vs 4Q20 APTI reflects Favorable impacts from: Higher alternative investments income Higher call and tender income Higher base net investment income driven by reserve growth ■ Favorable year-over-year impact from non- recurring items Other Key Metrics Favorable impacts from: Continued year-over-year reserve growth, notably in PRT business 4Q20 4Q21 ■COLI/BOLI ■ HNW ■SVW ■GIC Definitions: SS = Structured Settlements | PRT = Pension Risk Transfer | COLI/BOLI = Corporate and Bank-owned Life Insurance | HNW = High Net Worth | SVW = Stable Value Wrap | GIC = Guaranteed Investment Contracts 16
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