Investor Presentaiton
19
Admitted Assets ($mm)
8%
CAGR
$35,279
$33,225
$31,184
2020
2021
2022
2Q23
Business Summary: United of Omaha
•
Strong brand: United of Omaha is licensed in every state, except
for the State of New York
Well diversified business: United of Omaha sells a diverse range
of products to individuals and institutions, primarily life insurance,
annuities, guaranteed investment contracts, funding agreements
and employee benefits
•
Economic risk evenly distributed across risk categories
•
Well diversified distribution channels
• Strong operating performance: Revenue growth (11% 3-year
CAGR) driven by sales and persistency
•
Solid capital position: 370% RBC ratio as of YE 2022
Strong financial strength ratings: A+ (Stable) from S&P; A1
(Stable) from Moody's; A+ (Stable) from A.M. Best
History of Growth1: 3-year CAGR of 8% on assets, 11% on
revenue and 17% on earned premium over the same period
1 Based on full year-end results
$28,650
Total Surplus ($mm)
$1,985
$1,960
$1,925
$1,871
2020
2021
2022
2Q23
MutualОтана
CONFIDENTIALView entire presentation