| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Universal Life | $21.20M | $15.80M | $21.40M | $22.00M | $21.40M | $17.80M | $20.00M | $19.80M |
| Variable Annuity | $14.00M | $26.50M | $22.30M | $22.00M | $24.90M | $24.00M | $26.00M | $18.80M |
| Individual Disability | $19.20M | $20.60M | $19.00M | $18.30M | $16.80M | $18.90M | $17.90M | $17.90M |
| Term Life Insurance | $19.50M | $21.00M | $19.40M | $17.90M | $18.80M | $19.60M | $19.30M | $17.80M |
| Workplace Savings And Retirement Solutions | $11.10M | $11.80M | $12.50M | $13.30M | $12.10M | $12.20M | $13.30M | $11.30M |
| Investment Only | $600.00K | $1.70M | $1.50M | $1.10M | — | $1.50M | — | $2.20M |
| Participating Life Insurance Policy | $300.00K | $300.00K | $400.00K | $300.00K | $400.00K | $300.00K | $200.00K | $400.00K |
| Pension Risk Transfer | $800.00K | $1.70M | $2.20M | $1.50M | $1.20M | $900.00K | $1.40M | $200.00K |
| Total | $11.10M | $11.80M | $12.50M | $13.30M | $12.10M | $12.20M | $13.30M | $11.30M |