North American Financial: Company Overview, Mission, and Financial Strength

Welcome to North American Financial, a premier provider of insurance and financial solutions with a legacy of stability, innovation, and client-focused service. Our mission is to help individuals, families, and businesses protect what matters most and build a foundation for lifelong financial success.

Our History Founded in 1886, North American Financial has grown from a small regional insurer to one of the most respected companies in the industry. Throughout our history, we have weathered economic changes and market cycles by staying true to our core values of integrity, prudent management, and service excellence. Our continued evolution is guided by a commitment to meeting clients’ ever-changing needs while honoring our long-standing traditions.

Our Mission At North American Financial, our mission is to empower clients with the knowledge, resources, and personalized strategies they need to achieve financial security and peace of mind. We believe in a holistic approach to financial planning—one that prioritizes transparency, education, and long-term relationships built on trust and respect.

Our Services North American Financial offers a comprehensive portfolio of products and services, including:

• Life Insurance: Flexible term, whole, and universal life policies to protect your loved ones and secure your legacy.

• Annuities: Innovative solutions for retirement income, wealth accumulation, and risk management.

• Retirement Planning: Strategic guidance and products to help clients prepare for a comfortable, secure future.

• Wealth Management: Professional advice, portfolio management, and financial planning tailored to individual goals.

• Business Solutions: Employee benefits, executive compensation, and succession planning for businesses of all sizes.

Commitment to Clients Our clients are our highest priority. North American Financial is dedicated to providing exceptional service, clear communication, and ongoing support at every stage of your financial journey. We take pride in building lasting relationships, understanding your unique needs, and offering solutions that adapt as life changes. Our experienced professionals leverage advanced technology and deep industry expertise to ensure clients always have access to innovative and accessible solutions.

Financial Strength and Industry Recognition North American Financial is known for its financial strength, sound risk management, and consistent performance. We are proud to receive high ratings from leading independent agencies, including:

• A+ (Superior) by A.M. Best

• A+ (Strong) by Standard & Poor’s

• A+ (Stable) by Fitch Ratings

These ratings reflect our ability to meet our financial commitments and provide clients with stability and security, even in changing markets. Our industry recognition also includes accolades for ethical standards, product innovation, and customer satisfaction.

Experience the North American Financial difference—a tradition of excellence, a comprehensive suite of services, and a steadfast commitment to helping you achieve your financial goals with confidence.

North American Company for Life and Health Insurance can write life insurance policies in all U.S. states and the District of Columbia except New York.

• New York: North American is not licensed to write life insurance policies in New York.

• In all other states and DC, North American is licensed and active.