Unum Remains Well Positioned for Future, CEO Watjen Tells Shareholders

May 25, 2011

Says employee benefits play major role in addressing growing need for financial protection

CHATTANOOGA, Tenn.--(BUSINESS WIRE)-- In his comments to shareholders at the company’s annual meeting here today, Unum (NYSE:UNM) CEO Thomas R. Watjen touted the company’s record of delivering on its commitments and creating value for shareholders, noting these results were made possible because Unum continues to follow the “playbook” established a number of years ago.

“While singularly focused on employee benefits in the workplace, we have continued to develop both geographic and product diversity, which has significantly reduced the risk in our business and contributed to our overall success,” he said. In spite of the challenging environment, Watjen sees solid long-term growth opportunities for the leading benefits provider, if the company continues to execute well.

“The good news is that the opportunities exceed the challenges,” he said. “It’s rewarding to be in a position where there is a compelling need for what we do, where we have strong positions from which to operate, and where, when we execute well, our business generates solid margins and excess capital.”

Unum’s operating earnings per share have grown at a compound rate of 11 percent since 2006 while it has continued to generate solid returns for its shareholders. The company’s one-, three- and five-year shareholder returns have outperformed the industry, the S&P 500 and the broader stock market.

“We have every reason to believe this performance is sustainable,” said Watjen, noting that Unum continues to be a market leader in making disability, life and voluntary benefits accessible in the workplace, and that the company has maintained a strong brand with high levels of customer satisfaction and a culture of responsibility.

He also told shareholders that Unum is well positioned to be part of the solution to a growing set of issues impacting individuals, businesses and governments in both the U.S. and U.K.

“The unfortunate reality is that most people are in a precarious financial position today, and they lack the basic insurance to protect themselves and their families should something unexpected occur,” said Watjen, citing near-historic lows in personal savings rates and life and disability insurance coverage. “At the same time, governments in both the U.S. and the U.K. are facing budget challenges and record deficits, leaving them reconsidering their roles in providing ‘social safety nets’ for people.”

Fortunately, said Watjen, people understand the need to accept more responsibility for their overall financial security, even though they don’t always know where to turn.

“The workplace is the most effective way to fulfill the need for financial protection because the workplace provides access to and education about benefits for the majority of people,” added Watjen, saying that lower- and middle-income families in particular depend on the workplace for benefits due to their accessibility and affordability.

“Employer-sponsored benefits can also have a positive impact on the public sector,” he said. Soon-to-be-released research sponsored by Unum shows that disability insurance provided through the workplace, for instance, currently keeps hundreds of thousands of families off of public assistance, saving the government billions of dollars annually.

“The more effective our industry is in meeting this need, the less dependent we will be on our already strained public programs, which could help with this country’s deficit reduction initiatives.”

Executive Vice President and CFO Rick McKenney also addressed shareholders at today’s meeting, pointing to the company’s significant earnings growth since 2005 and its current capital position as evidence that the focus on profitability and financial flexibility is working.

“The consistency of our operating performance, the quality of our investment portfolio and the strength of our capital position have enabled us to increase dividends and announce $1.5 billion in share repurchases over the last two years,” he said. “Our performance has been consistent throughout the economic downturn due to our philosophy of taking responsible investment and underwriting risks, managing expenses wisely, and maintaining the capital to withstand market downturns. We intend to stick with this strategy, which has served us and our shareholders well.”

On a related note, Unum’s Board of Directors today authorized an increase of approximately 13.5 percent in the quarterly dividend paid on its common stock, marking the third consecutive year in which the company has raised its quarterly dividend.

Also at today’s meeting, Unum shareholders elected four directors to terms expiring in 2014. They are: Jon S. Fossel, chairman of the board of Unum Group and retired chairman and CEO of the OppenheimerFunds; Gloria C. Larson, president of Bentley University; William J. Ryan, retired chairman of the board of TD Banknorth, Inc.; and Watjen.

ABOUT UNUM GROUP

Unum (www.unum.com) is one of the leading providers of employee benefits products and services and the largest provider of group and individual disability income protection insurance in the United States and the United Kingdom.

 

Source: Unum Group

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