Mutual Trust Life Insurance Company

1200 Jorie Blvd, Oak Brook, IL 60523

Mutual Trust Life Insurance Company, a Pan-American Life Insurance Group Stock Company, was founded in 1904 and is a thriving, insurance-based financial services organization with an impeccable reputation for products, service and integrity. Licensed in 49 states and the District of Columbia, Mutual Trust develops, underwrites, and services individual life insurance and annuities. Known as “The Whole Life Company,”® its specialty is participating whole life insurance—the foundation of sound financial planning. Producers and policyholders alike choose Mutual Trust Life Insurance Company because we’re a financially sound organization with a proud past and a clear vision for the future.

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2.8

Overall Excellence Rating

Industry

Insurance Brokers & Agencies

Category

Insurance Carriers

ESG/Ethical Impact

At MTB, we engage our stakeholders regularly and respond to their priorities and expectations by creating a two-way channel for communicating stakeholder needs and the Bank’s impact. MTB is committed to engaging regularly with its stakeholders as a way to understand their needs and ambitions that are core to its sustainability objectives. To better understand our stakeholders’ needs, we regularly map their needs with the support of our Sustainable Finance Team to capture our methods of engagement, identify priority issues for both the Bank and the stakeholders, and track the Bank’s response to these issues. The results guide the Bank’s efforts in fulfilling stakeholders’ needs through the strategic objectives and initiatives we implement. Material issues are those that reflect our organization’s most significant environmental, social governance impacts, or those that influence the assessments and decisions of our internal and external stakeholders. To understand the current and emerging issues that matter most to our stakeholders and that will have the most material impact of our business, we conduct regular comprehensive assessment of the Bank’s material issues. Same as previous years, we have analyzed all the relevant material issues and examined them with our sustainability team. As a result of our materiality process, we have revised our materiality issues and identified 29 material sustainability issues; presented in our Materiality Matrix below.

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Awards Received

2023

Revenues

$12,000,000.00

Website Traffic

Employee Rating

4

Customer Rating

3.9

Company Size

1000-5000

ESG Risk Rating

3

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