Uniquely Positioned to Capitalize on Market Opportunities

High Free Cash Flow Generating, High Return, Capital Light Businesses

We are focused on our high growth, high return, capital light businesses as part of our mission to make a secure financial future possible — one person, one family, one institution at a time:

  • Retirement: We are a Top 5 Player by AUM, plans, and participants
  • Investment Management: Top performing fixed income and specialty asset manager
  • Employee Benefits: Focused Group Benefits provider with top 5/10 positions in Stop Loss and Voluntary
  • Together we serve 15.7 million customers with over 225,000 points of distribution and $1.1 trillion AUM / AUA


  1. Note: Pre-tax. Excludes Adjusted Operating Earnings attributable to Corporate. Adjusted Operating Earnings is a non-GAAP financial measure. Information regarding this non-GAAP financial measure, and a reconciliation to most comparable U.S. GAAP measure, is provided in the “Reconciliations” section of the Quarterly Investor Supplement.