American International Group (AIG) official guidance

We remain on track to reduce the General Insurance expense ratio below 30% for Full Year 2027.

I believed in the strategy then. Today I want to reaffirm my commitment to the strategy and delivering on our Investor Day financial guidance, which includes delivering Operating EPS compound annual growth of over 20% over the three years ending 2027, driving Core Operating ROE of 10%-13% through 2027, improving General Insurance's expense ratio to less than 30% by 2027, supporting the increase in our dividend by 10% in 2026, and achieving improvement in Global Personal Insurance combined ratio to 94% by 2027.

I believed in the strategy then. Today I want to reaffirm my commitment to the strategy and delivering on our Investor Day financial guidance, which includes delivering Operating EPS compound annual growth of over 20% over the three years ending 2027, driving Core Operating ROE of 10%-13% through 2027, improving General Insurance's expense ratio to less than 30% by 2027, supporting the increase in our dividend by 10% in 2026, and achieving improvement in Global Personal Insurance combined ratio to 94% by 2027.

I believed in the strategy then. Today I want to reaffirm my commitment to the strategy and delivering on our Investor Day financial guidance, which includes delivering Operating EPS compound annual growth of over 20% over the three years ending 2027, driving Core Operating ROE of 10%-13% through 2027, improving General Insurance's expense ratio to less than 30% by 2027, supporting the increase in our dividend by 10% in 2026, and achieving improvement in Global Personal Insurance combined ratio to 94% by 2027.

I believed in the strategy then. Today I want to reaffirm my commitment to the strategy and delivering on our Investor Day financial guidance, which includes delivering Operating EPS compound annual growth of over 20% over the three years ending 2027, driving Core Operating ROE of 10%-13% through 2027, improving General Insurance's expense ratio to less than 30% by 2027, supporting the increase in our dividend by 10% in 2026, and achieving improvement in Global Personal Insurance combined ratio to 94% by 2027.

Given the market volatility experienced in public markets throughout the Q1, we expect Q2 alternative returns to remain below our expectations.

For full year 2026, we continue to expect low to mid-teens net premium written growth in General Insurance.

Given current short-term interest rate levels, we expect the Q2 other operations net investment income and other line to be in the range of $30-$40 million, subject to market conditions.

I believed in the strategy then. Today I want to reaffirm my commitment to the strategy and delivering on our Investor Day financial guidance, which includes delivering Operating EPS compound annual growth of over 20% over the three years ending 2027, driving Core Operating ROE of 10%-13% through 2027, improving General Insurance's expense ratio to less than 30% by 2027, supporting the increase in our dividend by 10% in 2026, and achieving improvement in Global Personal Insurance combined ratio to 94% by 2027.

All are expected to contribute to AIG's earnings, earnings per share, and return on equity in 2026, and we believe these transactions should be more accretive in 2026 and 2027 than share repurchases.

All are expected to contribute to AIG's earnings, earnings per share, and return on equity in 2026, and we believe these transactions should be more accretive in 2026 and 2027 than share repurchases.

And I would expect the expense ratio to be lower on a run rate basis, when you compare 2026 to 2025.

In addition, AIG will invest up to $2 billion in a separately managed credit account, of which $1 billion will be deployed in 2026.

All are expected to contribute to AIG's earnings, earnings per share, and return on equity in 2026, and we believe these transactions should be more accretive in 2026 and 2027 than share repurchases.

For 2026, we intend to repurchase at least $1 billion of common shares, subject to market conditions.

Approximately 60% of this portfolio will renew in the first half of 2026.