Products & Services · Policyholder Account Balance, Surrender and Withdrawal

Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal

Aflac Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal increased by 35.7% to $19.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.6%, from $18.00M to $19.00M. Over 3 years (FY 2022 to FY 2025), Fixed Annuity — Policyholder Account Balance, Surrender and Withdrawal shows an upward trend with a 7.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment
CategoryRisk
SignalLower is better
VolatilityModerate
First reportedQ1 2022
Last reportedQ1 2026

How to read this metric

High surrender rates may indicate competitive pressure, rising interest rates elsewhere, or dissatisfaction with product performance.

Detailed definition

This captures the total value of funds removed from fixed annuity accounts by policyholders prior to maturity or through...

Peer comparison

Comparable to 'Surrender Rates' or 'Policyholder Withdrawals' reported by life insurance peers.

Metric ID: afl_segment_fixed_annuity_policyholder_account_balance_surrender_and_withdrawal

Historical Data

17 periods
 Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$13.00M$13.00M$13.00M$13.00M$14.00M$13.00M$13.00M$19.00M$18.00M$13.00M$18.00M$9.00M$18.00M$17.00M$15.00M$14.00M$19.00M
QoQ Change+0.0%+0.0%+0.0%+7.7%-7.1%+0.0%+46.2%-5.3%-27.8%+38.5%-50.0%+100.0%-5.6%-11.8%-6.7%+35.7%
YoY Change+7.7%+0.0%+0.0%+46.2%+28.6%+0.0%+38.5%-52.6%+0.0%+30.8%-16.7%+55.6%+5.6%
Range$9.00M$19.00M
CAGR+10.0%
Avg YoY Growth+11.0%
Median YoY Growth+5.6%

Frequently Asked Questions

What is Aflac's fixed annuity — policyholder account balance, surrender and withdrawal?
Aflac (AFL) reported fixed annuity — policyholder account balance, surrender and withdrawal of $19.00M in Q1 2026.
How has Aflac's fixed annuity — policyholder account balance, surrender and withdrawal changed year-over-year?
Aflac's fixed annuity — policyholder account balance, surrender and withdrawal increased by 5.6% year-over-year, from $18.00M to $19.00M.
What is the long-term trend for Aflac's fixed annuity — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Aflac's fixed annuity — policyholder account balance, surrender and withdrawal has grown at a 7.2% compound annual growth rate (CAGR), from $52.00M to $64.00M.
What does fixed annuity — policyholder account balance, surrender and withdrawal mean?
The total amount of money withdrawn or surrendered by annuity policyholders.