Cincinnati Financial Deferred Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal decreased by 40.0% to $15.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 11.8%, from $17.00M to $15.00M. Over 4 years (FY 2021 to FY 2025), Deferred Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 12.4% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Lower surrender levels are generally positive, indicating high customer retention and stability in the annuity book.
The total value of funds removed from deferred fixed annuity accounts by policyholders through voluntary surrenders or p...
Standard industry metric for measuring 'Surrender Rates' or 'Policyholder Churn'.
cinf_segment_deferred_fixed_annuity_policyholder_account_balance_surrender_and_withdrawal| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $11.75M | $11.75M | $11.75M | $12.00M | $8.00M | $17.00M | $25.00M | $36.00M | $32.00M | $32.00M | $30.00M | $37.00M | $26.00M | $25.00M | $17.00M | $17.00M | $18.00M | $15.00M | $25.00M | $15.00M |
| QoQ Change | — | +0.0% | +0.0% | +2.1% | -33.3% | +112.5% | +47.1% | +44.0% | -11.1% | +0.0% | -6.3% | +23.3% | -29.7% | -3.8% | -32.0% | +0.0% | +5.9% | -16.7% | +66.7% | -40.0% |
| YoY Change | — | — | — | — | -31.9% | +44.7% | +112.8% | +200.0% | +300.0% | +88.2% | +20.0% | +2.8% | -18.8% | -21.9% | -43.3% | -54.1% | -30.8% | -40.0% | +47.1% | -11.8% |