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.
High surrender rates may indicate competitive pressure, rising interest rates elsewhere, or dissatisfaction with product performance.
This captures the total value of funds removed from fixed annuity accounts by policyholders prior to maturity or through...
Comparable to 'Surrender Rates' or 'Policyholder Withdrawals' reported by life insurance peers.
afl_segment_fixed_annuity_policyholder_account_balance_surrender_and_withdrawal| 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 | $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% |