American Equity Investment Life Holding Co

Announcement: AEL 8-K Special Filing

XBRL TAXONOMY EXTENSION CALCULATION LINKBASE DOCUMENT

Form 10-K - Annual report [Section 13 and 15(d), not S-K Item 405]

American Equity Investment Life: Strong Progress on 2022 AEL 2.0 Strategy
Current Analysis:
American Equity Investment Life reports $3.3bn in sales for 2022, achieved through excellent customer service and innovative product offerings, despite a decrease in sales compared to $6bn in sales for 2021. Fixed index and fixed rate annuity sales have been affected by pricing discipline and fluctuating interest rates.

Forward-Looking Analysis:
The fixed index and fixed rate annuity markets are still conducive to product sales, especially as retirees aim to protect their principal and receive a consistent income. American Equity Investment Life's updated AEL 2.0 strategy for 2022 drove the significant progress in four key pillars such as Go-to-Market, Investment Management, Capital Structure and Foundational Capabilities. Interest rates rose after a long period of lows in 2022, and AEL has actively managed policyholder crediting rates for new and existing annuities while focusing on pricing processes that remain nimble, targeted, and responsive to market changes.

Announcement: AEL 10-K Annual Report

Form 8-K - Current report - Item 2.02 Item 9.01

Analyst Summary:

American Equity Investment Life Holding Company (NYSE: AEL) reported an unsatisfactory return on mark-to-market assets in Q4 2022. However, the company performed well through 2022 with an aggregate adjusted investment spread for the year increasing by 59 basis points. President and CEO Anant Bhalla announced that the company's AEL 2.0 strategy has been successfully executed in 2022, generating value for shareholders without taking on additional risk. While the results reflect lower-than-expected investment returns, it has only increased confidence in the company's continued delivery of superior shareholder value this year and over the long term. The company's financial results for Q4 2022 showed a decrease in net income available to common shareholders compared to the previous quarter. Additionally, the company provided guidance on sales performance, stating that gross sales increased by 7.4% on a year-over-year basis. While total enterprise FIA sales were down from previous years, Eagle Life FIA sales rose by 42%.

Quotes:

"The fourth quarter caps a year of outstanding achievements as we continue to execute on our AEL 2.0 strategy, generating value for shareholders and policyholders without taking additional risk." - Anant Bhalla, President and CEO, American Equity Investment Life Holding Company.

Forward-looking statements:

The forward-looking statements made in this release are based on assumptions and expectations and involve risks and uncertainties. The company's future results could differ from the statements made, and the company has no obligation to correct or update any of these statements.

Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]

Announcement: AEL 8-K Special Filing

Announcement: AEL 8-K Special Filing

Announcement: AEL 10-K Annual Report

Announcement: AEL 10-K Annual Report

Announcement: AEL 8-K Special Filing

Announcement: AEL 8-K Special Filing

Announcement: AEL SC 13G/A Statement of acquisition of beneficial ownership by individuals - amendment

Announcement: AEL SC 13G/A Statement of acquisition of beneficial ownership by individuals - amendment

Announcement: AEL SC 13G/A Statement of acquisition of beneficial ownership by individuals - amendment

Announcement: AEL SC 13G/A Statement of acquisition of beneficial ownership by individuals - amendment

Announcement: AEL SC 13G/A Statement of acquisition of beneficial ownership by individuals - amendment

Announcement: AEL SC 13G/A Statement of acquisition of beneficial ownership by individuals - amendment