Discontinued — last reported Q3 '24
Apollo Global Management Cash surrender value increased by 2.2% to $139.74B in Q3 2023 compared to the prior quarter. Year-over-year, this metric grew by 13.5%, from $123.17B to $139.74B. This increase may warrant attention — for this metric, lower values are generally preferred.
High surrender values relative to account balances may indicate potential liquidity pressure or high policyholder churn.
The total amount that policyholders are entitled to receive if they voluntarily terminate their insurance contracts befo...
Reported by life and annuity insurers to quantify potential short-term cash outflows related to policy terminations.
other_cash_surrender_value_due_policyholders_amount| Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | |
|---|---|---|---|---|---|---|
| Value | $119.19B | $119.45B | $123.17B | $132.75B | $136.78B | $139.74B |
| QoQ Change | — | +0.2% | +3.1% | +7.8% | +3.0% | +2.2% |
| YoY Change | — | — | — | +11.4% | +14.5% | +13.5% |
| Segment | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 |
|---|---|---|---|---|---|---|---|---|
| Traditional Deferred Annuities | — | — | — | — | — | — | $100.28B | $103.16B |
| Indexed annuities | $86.75B | $87.45B | $89.38B | $89.51B | $90.82B | $93.19B | $96.27B | $97.76B |
| Other Investment-type and other | — | — | — | — | — | $7.19B | $7.09B | $6.72B |
| Funding agreements | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| Total | — | — | — | — | — | — | — | — |