Adjusted Revenue

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2020	FY 2018	FY 2017
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017
Retail Annuities Operating Revenue	5.39B	5.27B	4.53B
Retail Annuities Operating Revenue Growth	2.24%	16.31%	-0.88%
Institutional Products Operating Revenue	495.00M	438.00M	408.00M
Institutional Products Operating Revenue Growth	13.01%	7.35%	43.16%
Closed Life and Annuity Blocks Operating Revenue	1.28B	1.24B	1.26B
Closed Life and Annuity Blocks Operating Revenue Growth	3.24%	-2.06%	-8.55%
Corporate and Other Operating Revenue	78.00M	28.00M	115.00M
Corporate and Other Operating Revenue Growth	178.57%	-75.65%	-17.27%
Revenue (Other)	-2.32B	-3.70B	-3.23B
Revenue (Total)	4.92B	3.27B	3.08B
Revenue (Total) Growth	50.41%	6.10%	-68.69%

Adjusted EBT

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2020	FY 2018	FY 2017
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017
Retail Annuities Pretax Adjusted Operating Earnings	1.84B	1.86B	1.36B
Retail Annuities Pretax Adjusted Operating Earnings Growth	-0.59%	36.00%	-9.49%
Institutional Products Pretax Adjusted Operating Earnings	87.00M	96.00M	69.00M
Institutional Products Pretax Adjusted Operating Earnings Growth	-9.38%	39.13%	-12.66%
Closed Life and Annuity Blocks Pretax Adjusted Operating Earnings	-5.00M	-9.00M	-95.00M
Corporate and Other Pretax Adjusted Operating Earnings	-168.00M	-264.00M	-173.00M

Financials in millions USD. Fiscal year is January - December.

Millions USD. Fiscal year is Jan - Dec.

Fiscal Year	TTM	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020	FY 2020	FY 2018	FY 2017
Period Ending	Sep '25 Sep 30, 2025	Dec '24 Dec 31, 2024	Dec '23 Dec 31, 2023	Dec '22 Dec 31, 2022	Dec '21 Dec 31, 2021	Dec '20 Dec 31, 2020	Dec '19 Dec 31, 2019	Dec '18 Dec 31, 2018	Dec '17 Dec 31, 2017
Total Retail Annuity Sales	18.43B	17.85B	12.83B
Total Retail Annuity Sales Growth	3.26%	39.09%	-18.45%
Total Institutional Product Sales	4.07B	2.00B	1.07B
Total Institutional Product Sales Growth	103.55%	87.79%	-55.59%
Total Sales	22.50B	19.85B	13.90B
Total Sales Growth	13.36%	42.82%	-23.36%
Assets Under Management	350.32B	324.72B	315.84B
Assets Under Management Growth	7.89%	2.81%	8.70%

Updated Sep 30, 2025. Data Source: Fiscal.ai.