secwatch.observer — SEC 8-K summary
======================================

Issuer:     F&G Annuities & Life, Inc. (FG)
CIK:        0001934850
Form:       8-K
Filed at:   2024-11-06T23:59:59+00:00
Accession:  0001934850-24-000051
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

F&G Q3 adjusted EPS $1.22 beats $0.96 YoY; retail sales record $3.5B up 84%
---------------------------------------------------------------------------

- Net loss $10M ($0.08) includes $150M unfavorable marks; adjusted net earnings $156M ($1.22) vs $120M ($0.96) YoY.
- Gross sales $3.9B (+39% YoY); record retail annuity sales $3.5B (+84%).
- AUM before flow reinsurance $62.9B (+20% YoY); record AUM $52.5B (+11% YoY).
- Adjusted ROA 105bps vs 76bps a year ago; trailing twelve-month ROA 126bps.
- Issued $500M senior notes in Oct; used to fully pay down $365M revolver balance.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1934850/000193485024000051/0001934850-24-000051-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1934850/000193485024000051/fg-20241106.htm
  HTML page:      https://secwatch.observer/filing/0001934850-24-000051

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer