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Creating Moments That Matter for Our Clients

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Creating Moments That Matter for Our Clients Creating moments that matter for our Clients 2018 We are Sun Life We’re here to help our Clients navigate life’s most important moments. As a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients, we are passionate about our Purpose of helping our Clients achieve lifetime financial security and live healthier lives. We’ve set out to be one of the best insurance and asset management companies in the world. To achieve this ambition means doing more for our Clients and putting them at the centre of everything we do. This relentless focus touches every corner of our business, from Manila to Montreal, from investments to insurance, from call centres to claims, and everything in between. We aim to deliver valuable experiences for our Clients by making it easier to do business with us, being more proactive and personalized, and by resolving problems better when things don’t go as planned. Across each of our four business pillars, our Client centric strategy focuses on driving better Client outcomes through distribution excellence; transforming our business using digital, data and analytics; building a collaboration culture and cultivating top talent; and continuing our track record of prudent risk management and financial discipline. We believe this strategy leverages what we do best today, and positions us for success as we pursue the many opportunities in our business around the world. OUR FOUR Our strategy is focused on four key pillars of growth, where we aim to be a leader in the markets in PILLAR which we operate. STRATEGY CAN US AM ASIA A Leader in A Leader in U.S. A Leader in A Leader in Asia Insurance and Group Benefits global Asset through Distribution Wealth Solutions Management Excellence in Higher in our Canadian Growth Markets home market Sun Life 2018 02 Connecting with our Clients around the world With operations in a number of markets, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda, we’re making it easier for our Clients around the world to do business with us. We’re constantly looking for ways to enhance our distribution channels and touchpoints for Clients to reach us, buy our products and access services – how and when they want – whether it’s through mobile, online, on the phone or in person. And we’re building valuable relationships with technology and innovation partners that will help us drive growth and innovation in a way that will define Sun Life in the decades to come. OFFICES IN 37,000 26 countries 112,800 EMPLOYEES ADVISORS SUN LIFE MFS At the end of 2018. Includes Asia joint ventures. MORE INFORMATION Go to sunlife.com for more information about Sun Life. Sun Life 2018 03 Shaping communities for tomorrow Our focus on sustainability brings our Purpose to life, and is central to our business strategy. The highlights below are a reflection of our progress, as we continue to embed sustainable practices into our business and help tackle social and environmental challenges, from climate change to rising diabetes rates. To learn more about our efforts and the progress we are making, read our 2018 Sustainability Report at sunlife.com/sustainability. 2% 33% 85% 30% increase in our of Sun Life’s Board of employee engagement reduction in paper Client Index score Directors were women score, exceeding consumption since the global financial 2014, meeting our services norm 2020 target two years ahead of schedule % by $ % $ 20 2020 1.7 billion 89 25 million on track to achieve invested to develop of our employees committed to GHG emissions resilient, safe and believe our business diabetes initiatives intensity reduction sustainable infrastructure practices demonstrate since 2012 target in cities and communities that sustainability is important to Sun Life Sun Life 2018 04 Financial Highlights DELIVERING VALUE TO SHAREHOLDERS 5-Year Total Shareholder Return Dividend per Common Share3 45% 43% % 7 $ $ 1.91 % $ 1.75 22 $ 1.62 $1.44 1.51 0% Dec-13 Dec-14 Dec-15 Dec-16 Dec-17 Dec-18 Sun Life TSX Composite TSX Financial Sector Represents Total Shareholder Return as described in our 2018 Management Information Circular. • Data source: Bloomberg. 2014 2015 2016 2017 2018 Underlying Net Income2,3 - in C$ millions Value of New Business2,3,4 - in C$ millions % 13 $2,947 $ $ $ 2,546 % 2,305 2,335 16 $1,154 $ $ 1,816 $ 968 $ 860 $644 712 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018 STRONG Life Insurance Capital Adequacy Test (LICAT) Ratio1 Financial Leverage Ratio2 CAPITAL AND 25.2% FINANCIAL 23.6% 23.6% FLEXIBILITY % % 22.1% 144 131 21.2% SUN LIFE SUN LIFE FINANCIAL INC. ASSURANCE 2014 2015 2016 2017 2018 Target Leverage Ratio (25%) MEDIUM-TERM Average EPS growth Return on Equity Dividend payout ratio FINANCIAL 8-10% per annum 12-14% 40-50% 1,2 OBJECTIVES 2018 Progress on Medium-Term Objectives Based on Underlying Net Income 17% 14.2% 39% Growth in Earnings Return on Equity Dividend Payout Per Share Ratio 1All figures as of December 31, 2018. • 2Underlying net income, underlying return on equity, underlying earnings per share, financial leverage ratio, dividend payout ratio, and assets under management described on pages 1-8 of this Annual Report represent non-IFRS financial measures. For additional information see Non-IFRS Financial Measures in our 2018 Annual Management’s Discussion and Analysis • 3Percentage results are 4-year compound annual growth rates from 2014. • 4Value of New Business represents the present value of our best estimate of future distributable earnings, net of the cost of capital, from new business contracts written in a particular time period, except new business in our SLF Asset Management pillar. • 2018 Reported Net Income by Business Group: SLF Canada 35%, SLF U.S. 2%, SLF Asset Management 34%, SLF Asia 20%, SLF U.K. 9% • 2018 Reported Net Income by Type of Business: Run-off < 1%, Asset Management 34%, Wealth 14%, Individual Insurance 31%, Group Insurance 21% • Reported Net Income: 2014 $1.8 billion; 2015 $2.2 billion; 2016 $2.5 billion; 2017 $2.1 billion; 2018 $2.5 billion Sun Life 2018 05 MAJOR OFFICES The following is contact information for Sun Life major offices and affiliates around the world. For inquiries and customer service, please contact the appropriate office in your area. Sun Life Financial Inc. Hong Kong Sun Life Grepa Financial, Inc. Corporate Office Sun Life Hong Kong Limited 6/F Grepalife Building 1 York Street 10/F, Sun Life Tower 221 Sen. Gil J. Puyat Avenue Toronto, Ontario The Gateway Makati City 1203 Canada M5J 0B6 15 Canton Road Philippines Website: sunlife.com Kowloon, Hong Kong Tel: (632) 866-6800, 849-9633 Sun Life Canada Tel: (852) 2103-8888 Website: sunlifegrepa.com Canadian Headquarters Clients: (852) 2103-8928 Vietnam 227 King Street South Website: sunlife.com.hk Sun Life Vietnam Insurance Waterloo, Ontario India Company Limited Canada N2J 4C5 Birla Sun Life Insurance Vietcombank Tower, 29th Floor Tel: 519-888-2290 Company Limited 5 Me Linh Square, District 1 Clients: 1-877-SUN-LIFE / One India Bulls Centre, Tower 1 Ho Chi Minh City, Vietnam 1-877-786-5433 16th Floor Tel: (848) 6298-5888 Website: sunlife.ca Jupiter Mill Compound Website: sunlife.com.vn Montreal Office 841, Senapati Bapat Marg MFS Investment Management 1155 Metcalfe Street Elphinstone Road 111 Huntington Avenue Montreal, Quebec Mumbai, India 400 013 Boston, Massachusetts Canada H3B 2V9 Tel: 1-800-270-7000 in India USA 02199 Tel: 514-866-6411 91-22-6691-7777 outside India Tel: 617-954-5000 Website: sunlife.ca Website: birlasunlife.com Toll-free in Canada and U.S.: Sun Life U.S. Birla Sun Life Asset Management 1-800-343-2829 One Sun Life Executive Park Company Limited Website: mfs.com Wellesley Hills, Massachusetts One India Bulls Centre, Tower 1 Sun Life Global Investments 17th Floor USA 02481 (Canada) Inc. Jupiter Mill Compound Clients: 1-800-SUN-LIFE / 1 York Street 841, Senapati Bapat Marg 1-800-786-5433 Toronto, Ontario Elphinstone Road Website: sunlife.com/us Canada M5J 0B6 Mumbai, India 400 013 Tel: 1-877-344-1434 Sun Life Financial International Tel: 91-22-4356-8000 Washington House, 3rd Floor Website: birlasunlife.com Website: sunlifeglobalinvestments.com 16 Church Street Sun Life Investment Management Hamilton HM 11 Sun Life Assurance Company of Canada India Representative Office Sun Life Institutional Investments Bermuda (Canada) Inc. Tel: 441-294-6050 / 1-800-368-9428 Mumbai Tel: 91-22-4356-9121 1 York Street, Suite 1100 Website: sunlife.com/international Toronto, Ontario Sun Life U.K. Indonesia Canada M5J 0B6 Matrix House PT Sun Life Indonesia Email: [email protected] Basing View, Basingstoke Menara Sun Life Lantai 11 Website: sunlifeinvestmentmanagement.com JI Dr Ide Anak Agung Gde Agung Blok 6.3 Hampshire Bentall Kennedy United Kingdom RG21 4DZ Kawasan Mega Kuningan Jakarta, Selatan 12950 1 York Street, Suite 1100 Clients: 0345-072-0223 Toronto, Ontario Website: sloc.co.uk Indonesia Tel: (6221) 5289-0000 Canada M5J 0B6 Sun Life Asia Clients: (6221) 1500-786 Tel: 416-681-3400 Sun Life Asia Website: sunlife.co.id Website: bentallkennedy.com Regional Office Malaysia Prime Advisors, Inc. Level 14, Citiplaza 3 Redmond Ridge Corporate Center 14 Taikoo Wan Road Sun Life Malaysia Assurance Berhad Sun Life Malaysia Takaful Berhad 22635 NE Marketplace Drive, Suite 160 Taikoo Shing, Hong Kong Redmond, Washington Tel: (852) 2918-3888 Level 11, 338 Jalan Tuanku Abdul Rahman 50100 Kuala Lumpur USA 98053 China Malaysia Tel: 425-202-2000 Sun Life Everbright Life Insurance Tel: (603) 2612-3600 Website: primeadvisors.com Company Limited Website: sunlifemalaysia.com Ryan Labs Asset Management Inc.
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