CANADIAN RESIDENTS PARTICIPATING IN THE SHARE ACCOUNT Shareholders holding shares in the Canadian Share Account can sell their shares for $15 plus 3 cents per share. Complete Form A on the front of your Share Ownership Statement, tear it off and return it by mail to TSX Trust Company. For more information call TSX Trust Company at 1 877 224-1760. Sun Life Reports Second Quarter 2022 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are co ...

Financial Data and Key Metrics Changes - Reported net income for Q1 2022 was $858 million, down 8% from the prior year, while underlying net income was $843 million, broadly in line with last year [4][15] - Underlying return on equity was 14% in the quarter, with assets under management at $1.35 trillion, reflecting declines in equity markets and rising interest rates [16] - Book value per share increased by 11%, while value per share was up 7% over the prior year, excluding impacts from other comprehensive income [16] Business Line Data and Key Metrics Changes - MFS reported net income of $228 million, up 23% from the prior year, with underlying net income up 4% driven by higher average net assets [16][17] - SLC Management delivered net income of $19 million, with fee-related earnings up 38% year-over-year, reflecting strong capital raising activity [18] - Canada reported net income of $263 million, down 35% year-over-year, while underlying net income was up 5% due to broad-based business growth [19] - U.S. reported net income of $133 million, down 20% from the prior year, with underlying net income impacted by COVID-related effects [20] - Asia reported net income of $161 million, down 16% from the prior year, with underlying net income down 1% on a constant currency basis [22] Market Data and Key Metrics Changes - The company noted improvements in U.S. COVID-related mortality, with expectations for normalization in mortality rates [27] - In Asia, sales were impacted by corporate-related lockdown measures, but the company remains optimistic as restrictions are lifted [22] Company Strategy and Development Direction - The company is focused on sustainability, launching the first ESG savings plan in Hong Kong, and expanding partnerships in Indonesia [7][8] - Digital leadership is emphasized with the launch of new tools like Prospr by Sun Life and Benefits Explorer to enhance client experience [10][11] - The company is committed to maintaining a strong capital position, with a LICAT ratio of 143% and a focus on organic growth and dividend increases [6][15] Management's Comments on Operating Environment and Future Outlook - Management acknowledged challenges from geopolitical pressures, inflation, and rising interest rates but expressed confidence in the diversified business model to navigate these headwinds [6][23] - The company expects continued pressure on equity markets but anticipates that higher interest rates will drive profitability [6][23] Other Important Information - The company announced a 4.5% increase in its quarterly dividend, reflecting its commitment to delivering shareholder value [6] - The acquisition of DentaQuest is progressing well, with expectations to close in the first half of the year [12] Q&A Session Summary Question: Details on U.S. mortality outlook - Management noted significant improvement in U.S. mortality rates, with expectations for continued improvement and normalization over time [27][28] Question: Margin outlook for MFS - Management indicated that margins may be pressured due to market conditions but remain comfortable with long-term targets [32][34] Question: Non-COVID long-term disability experience - Management acknowledged elevated morbidity in long-term disability, with pricing adjustments being made in response [35][36] Question: Yield enhancement gains - Management attributed gains to favorable market conditions and indicated that similar opportunities may continue [38][41] Question: Capital allocation and excess capital generation - Management confirmed a disciplined approach to capital allocation, focusing on organic growth, dividends, and potential M&A opportunities [67][70] Question: Group morbidity experience in Canada - Management acknowledged unfavorable morbidity experience but indicated that it is being monitored closely and is expected to normalize [53][54]

Sun Life Reports First Quarter 2022 Results Sun Life Financial Inc. ("SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are collectively referred to as "the Company", "Sun Life", "we", "our", and "us". We manage our operations and report our financial results in five business segments: Canada, United States ("U.S."), Asset Management, Asia, and Corporate. The information in this document is based on the unaudited interim financial results of SLF Inc. for the period ended ...

Sun Life Financial, Inc. (NYSE:SLF) Q4 2021 Earnings Conference Call February 10, 2022 10:00 AM ET Company Participants Yaniv Bitton - VP, Head, IR & Capital Markets Kevin Strain - President, CEO Manjit Singh - EVP, CFO Dan Fishbein - President, U.S. Kevin Morrissey - SVP, Chief Actuary Mike Roberge - CEO & President MFS Investment Management Stephen Peacher - President of Sun Life Investment Management Conference Call Participants Humphrey Lee - Dowling & Partners Gabriel Dechaine - National Bank Financial ...

Q4 & Full Year 2021 Financial & Operating Results For the period ended December 31, 2021 线 Sun Life Life's brighter under the sun Sun Life Financial Inc. (unaudited) In this presentation, Sun Life Financial Inc. ("SLF" or "SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are referred to as "we", "us", "our", "Sun Life" and the "Company". Forward-looking statements Certain statements in this presentation and certain oral statements made by senior management during the ear ...

Sun Life Financial, Inc. (NYSE:SLF) Q3 2021 Results Conference Call November 4, 2021 10:00 AM ET Company Participants Yaniv Bitton - VP, Head, IR & Capital Markets Kevin Strain - President, CEO Manjit Singh - EVP, CFO Dan Fishbein - President, U.S. Kevin Morrissey - SVP, Chief Actuary Mike Roberge - CEO & President MFS Investment Management Randy Brown - Chief Investment Officer Stephen Peacher - President of Sun Life Investment Management Conference Call Participants Darko Mihelic - RBC Capital Markets Dav ...

Q2 2021 Financial & Operating Results For the period ended June 30, 2021 Sun Life Life's brighter under the sun Sun Life Financial Inc. (unaudited) In this presentation, Sun Life Financial Inc. ("SLF" or "SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are referred to as "we", "us", "our", "Sun Life" and the "Company". Forward-looking statements Certain statements in this presentation and certain oral statements made by senior management during the earnings conference c ...

Sun Life Financial, Inc. (NYSE:SLF) Q2 2021 Earnings Conference Call August 5, 2021 3:00 PM ET Company Participants Yaniv Bitton - VP, Head, IR & Capital Markets Dean Connor - CEO & Director Kevin Strain - President & Director Manjit Singh - EVP & CFO Jacques Goulet - President, Sun Life Canada Kevin Morrissey - Chief Actuary & SVP Daniel Fishbein - President, Sun Life U.S. Stephen Peacher - President, SLC Management Michael Roberge - Chairman, MFS Mclean Budden Limited & Co-CEO, MFS Investment Management L ...

Sun Life Financial Inc. (NYSE:SLF) Q1 2021 Earnings Conference Call May 6, 2021 10:00 AM ET Company Participants Yaniv Bitton - VP, Head of IR and Capital Markets Dean Connor - CEO Manjit Singh - EVP and CFO Kevin Strain - President Kevin Morrissey - SVP and Chief Actuary Dan Fishbein - President, Sun Life Financial, United States Jacques Goulet - President, Sun Life Financial, Canada Léo Grépin - President, Sun Life Asia Mike Roberge - CEO and President, MFS Investment Management Randy Brown - CIO, Sun Lif ...

Q1 2021 Financial & Operating Results For the period ended March 31, 2021 : Sun Life Life's brighter under the sun Sun Life Financial Inc. (unaudited) In this presentation, Sun Life Financial Inc. ("SLF" or "SLF Inc."), its subsidiaries and, where applicable, its joint ventures and associates are referred to as "we", "us", "our", "Sun Life" and the "Company". Forward-looking statements Certain statements in this presentation and certain oral statements made by senior management during the earnings conferenc ...