DES MOINES, Iowa, May 20, 2024 /PRNewswire/ -- F&G Annuities & Life, Inc. (NYSE: FG) ("F&G") today announced that it priced a public offering of $550 million aggregate principal amount of its 6.500% senior notes due 2029 (the "notes"). The offering is expected to close on June 4, 2024, subject to satisfaction of customary closing conditions. The notes will be guaranteed on an unsecured, unsubordinated basis by each of F&G's subsidiaries that are guarantors of F&G's obligations under its existing credit agre ...

DES MOINES, Iowa, May 20, 2024 /PRNewswire/ -- F&G Annuities & Life, Inc. (NYSE: FG) ("F&G" or the "Company") today announced the commencement of a cash tender offer (the "Tender Offer") by its wholly owned subsidiary Fidelity & Guaranty Life Holdings, Inc. ("FGLH"), for up to $250,000,000 aggregate principal amount (as may be increased by FGLH in its sole discretion, the "Maximum Amount") of FGLH's 5.50% Senior Notes due 2025 (the "Notes") at purchase prices per $1,000 principal amount of the Notes as calc ...

财务数据和关键指标变化 - 公司在第一季度实现了调整后净收益1.54亿美元,同比增长18%,主要得益于资产规模增长、再保险费收入和自有分销渠道利润的多元化 [27] - 公司的调整后资产收益率为125个基点,超过了之前在投资者日分享的110个基点的基准线 [28] 各条业务线数据和关键指标变化 - 公司的固定指数年金销售创下新高,而多年保证年金销售有所下降,导致净销售保留率有所提高 [8] - 公司开始推出新的注册指数挂钩年金(RILA)产品,预计未来几年将成为销售的重要贡献者 [9][10] - 公司的养老金风险转移销售创下新的第一季度纪录,达到5.84亿美元,反映了今年开局的健康管线 [11] 各个市场数据和关键指标变化 - 公司的固定指数年金退保率有所上升,但新业务仍大幅超过退保,使得在保年金账户余额持续稳步增长 [13] - 公司管理的资产规模达到创纪录的498亿美元,同比增长10% [14] 公司战略和发展方向及行业竞争 - 公司将继续专注于增长战略、维持谨慎的资本管理,并逐步将收益多元化到更轻资本的策略 [7] - 公司认为新的Department of Labor受信义务规则是可控的,并已做好必要的合规准备,不预计会影响业务的增长势头 [15] 管理层对经营环境和未来前景的评论 - 公司在波动和利率上升的环境中继续保持强劲的销售势头,看好未来的增长机会 [7][8] - 公司的投资组合表现出色,有助于在不同市场环境下的业绩表现 [16][17][18] - 公司有信心能够持续交付可持续的资产增长,并通过各种方式不断提升盈利能力 [19][20] 问答环节重要的提问和回答 问题1 **John Barnidge 提问** 询问RILA产品在2024年的贡献情况 [34][35] **Chris Blunt 回答** RILA产品在本季度贡献较小,但预计明年将成为重要的销售贡献者 [35] 问题2 **Wes Carmichael 提问** 询问公司本季度125个基点的调整后资产收益率是否可持续 [39][40][41] **Chris Blunt和Wendy Young回答** 公司认为这一水平是可持续的,得益于投资组合优化、再保险费收入以及运营规模效应等因素 [40][41] 问题3 **Wes Carmichael 提问** 询问养老金风险转移市场的竞争动态和利差水平 [42][43][44][45][46][47][48] **Chris Blunt和Wendy Young回答** 公司尚未看到市场竞争有大幅变化,仍能获得合理的利差水平,未来将继续优化资本使用以提升回报 [43][44][45][46][47][48]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-41490 F&G Annuities & Life, Inc. (Exact name of registrant as specified in its charter) Delaware 85-2487422 (State or other jurisdiction of incorporation or (I.R. ...

F&G Annuities & Life, Inc. (FG) came out with quarterly earnings of $0.86 per share, missing the Zacks Consensus Estimate of $0.89 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -3.37%. A quarter ago, it was expected that this company would post earnings of $1.02 per share when it actually produced earnings of $0.60, delivering a surprise of -41.18%. Over the last four quarters, ...

F&G Investor Update Spring 2024 Disclaimer & Forward-Looking Statements 2F&G Investor Update | Spring 2024 This presentation contains forward-looking statements that are subject to known and unknown risks and uncertainties, many of which are beyond our control. Some of the forward-looking statements can be identified by the use of terms such as “believes”, “expects”, “may”, “will”, “could”, “seeks”, “intends”, “plans”, “estimates”, “anticipates” or other comparable terms. Statements that are not historical ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-41490 F&G Annuities & Life, Inc. (Exact name of registrant as specified in its charter) Delaware 85-2487422 (State or other jurisdiction of incorporation or (I.R.S. Em ...

财务数据和关键指标变化 - 2023年全年调整后净收益为5.39亿美元,调整后资产收益率为117个基点,调整后权益收益率超过10% [31][33][34] - 2023年第四季度调整后净收益为7500万美元,包括1.1亿美元的另类投资收益和1900万美元的其他重大费用 [36][37][38] 各条业务线数据和关键指标变化 - 公司2023年全年实现创纪录的138亿美元毛销售额,同比增长17%,超出了10月投资者日提供的120亿美元至130亿美元的指引范围 [9][10] - 2023年全年净销售额为92亿美元,远高于每年60亿美元至70亿美元的目标水平 [11] - 截至2023年12月31日,公司管理的资产达到创纪录的495亿美元,较上年增长14% [12][13] 各个市场数据和关键指标变化 - 公司的退保率有所上升,但被更高的新业务流入所抵消,2023年整体保持了很强的净流入 [41][42] - 第四季度利差受到利率大幅下降的影响出现了一定程度的压缩,但这只是短期波动,公司长期利差目标没有变化 [43][44] 公司战略和发展方向及行业竞争 - 公司推出了新的RILA产品,进入了快速增长的市场,预计将为未来销售增长带来动力 [63] - 公司通过收购分销公司等自有分销策略,进一步加强了与关键合作伙伴的关系,提高了自身的利润率和资本效率 [24][25] 管理层对经营环境和未来前景的评论 - 管理层对2024年保持乐观,预计能够继续实现双位数的毛销售增长,并进一步提升利润率和资产收益率 [62][65][66] - 公司有望通过资产增长、利差扩大和自有分销带来的收益增强,实现未来3-5年300-400个基点的权益收益率提升 [66] 问答环节重要的提问和回答 问题1 **John Barnidge 提问** 新推出的RILA产品的销售预期、目标市场规模以及所需成本情况如何 [69][70][71] **Chris Blunt 回答** 公司对RILA产品前景非常看好,这是一个快速增长的市场,预计2023年行业销售规模将达到440亿美元至480亿美元的创纪录水平,公司的产品具有差异化优势,未来有望快速获得市场份额 [70][71][72] 问题2 **Jon Bass 提问** 公司未来的资本配置策略,包括普通股股利、优先股股利、股票回购以及自有分销投资等方面的考虑 [78][79][80][81][82][83][84] **Chris Blunt 和Wendy Young 回答** 公司首要目标是通过内部资金和外部融资持续推动管理资产的增长,同时会继续保持稳定增长的普通股股利,适当进行股票回购,以及选择性地进行自有分销的并购投资,预计这些策略将为股东创造良好的回报 [79][80][81][82][83][84] 问题3 **Mark Hughes 提问** 对2024年末管理资产规模的预期,以及公司10%左右的另类投资收益目标是否仍然合理 [92][93][94][95][96][97][98][99][100][101] **Chris Blunt 和Wendy Young 回答** 公司有信心能够继续保持双位数的毛销售增长,加上内部资本积累及外部融资,预计2024年末管理资产规模将继续大幅增长。公司仍然认为10%左右的另类投资收益目标是合理的,尽管短期内可能会出现一些波动,但长期来看仍有望实现 [93][94][95][96][97][98][99][100][101]

F&G Investor Update Winter 2023 Disclaimer & Forward-Looking Statements This presentation contains forward-looking statements that are subject to known and unknown risks and uncertainties, many of which are beyond our control. Some of the forward-looking statements can be identified by the use of terms such as “believes”, “expects”, “may”, “will”, “could”, “seeks”, “intends”, “plans”, “estimates”, “anticipates” or other comparable terms. Statements that are not historical facts, including statements regardi ...

DES MOINES, Iowa, Feb. 15, 2024 /PRNewswire/ -- F&G Annuities & Life, Inc. (NYSE: FG) today announced that its Board of Directors has declared a quarterly cash dividend of $0.21 per common share. Dividends on the common stock are payable on March 29, 2024, to stockholders of record as of March 15, 2024. The Board of Directors has also declared a quarterly cash dividend of $0.8976 per share on the company's 6.875% Series A Mandatory Convertible Preferred Stock for the period from January 12, 2024 to and excl ...