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Brighthouse Financial BHF Fixed Rate Annuities — Policyholder Account Balance, Surrender and Withdrawal
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Where this comes from
Reported directly by Brighthouse Financial in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.
The source filing: Brighthouse Financial’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 4:12 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001685040-26-000028
| Six Months Ended June 30, 2026 | Universal Life Insurance | Variable Annuities (1) | Index-linked Annuities | Fixed Rate Annuities | ULSG | Company-Owned Life Insurance (1) |
|---|---|---|---|---|---|---|
| Balance, beginning of period | $2,627 | $3,403 | $52,594 | $13,252 | $4,461 | $646 |
| Premiums and deposits | 129 | 25 | 4,143 | 123 | 302 | — |
| Surrenders and withdrawals | (37) | (253) | (4,606) | (688) | (12) | — |
| Benefit payments | (28) | (42) | (231) | (184) | (29) | (7) |
| Net transfers from (to) separate account | 13 | 59 | — | — | — | — |
| Interest credited | 50 | 46 | 391 | 266 | 73 | 15 |
| Policy charges | (103) | (10) | (23) | — | (474) | (5) |
| Changes related to embedded derivatives | 2 | — | 2,523 | — | — | — |
Item 1. Financial Statements
FAQ
- What is Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal?
- Brighthouse Financial (BHF) reported fixed rate annuities — policyholder account balance, surrender and withdrawal of $315M in Q2 2026.
- How has Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
- Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal decreased by 13.9% year-over-year, from $366M to $315M.
- What is the long-term trend for Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), Brighthouse Financial's fixed rate annuities — policyholder account balance, surrender and withdrawal has grown at a 46.8% compound annual growth rate (CAGR), from $610M to $2.84B.
- What does fixed rate annuities — policyholder account balance, surrender and withdrawal mean?
- This represents the total value of assets withdrawn or surrendered by policyholders from their fixed-rate annuity accounts before or at maturity. High levels of surrenders can indicate competitive pressure, changing interest rate environments, or potential liquidity risks for the insurer. Monitoring this metric is essential for assessing policyholder retention and the stability of the annuity book.
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