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F&G Annuities & Life FG Indexed annuities — Actual policyholder behavior different from expected
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Where this comes from
Reported directly by F&G Annuities & Life in its filing.
Tagged under the XBRL concept us-gaap:MarketRiskBenefitIncreaseDecreaseFromActualPolicyholderBehaviorDifferentFromExpected.
The source filing: F&G Annuities & Life’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 4:08 PM EDT
- Fiscal quarter
- Q3 FY2026
- Calendar quarter
- Q3 2026
- Accession
- 0001934850-26-000085
| Line item | June 30, 2026 / Indexedannuities | June 30, 2026 / Fixed rateannuities | December 31, 2025 / Indexedannuities | December 31, 2025 / Fixed rateannuities |
|---|---|---|---|---|
| Balance, beginning of period, before effect of changes in the instrument-specific credit risk | $684 | $1 | $322 | $1 |
| Issuances and benefit payments | 93 | — | 147 | — |
| Attributed fees collected and interest accrual | 94 | — | 156 | — |
| Actual policyholder behavior different from expected | 54 | — | 45 | — |
| Changes in assumptions and other | (9) | — | 8 | — |
| Effects of market related movements | (6) | — | 6 | — |
| Balance, end of period, before effect of changes in the instrument-specific credit risk | 910 | 1 | 684 | 1 |
| Effect of changes in the instrument-specific credit risk | 115 | — | 128 | — |
Item 1. Condensed Consolidated Financial Statements:
FAQ
- What is F&G Annuities & Life's indexed annuities — actual policyholder behavior different from expected?
- F&G Annuities & Life (FG) reported indexed annuities — actual policyholder behavior different from expected of $1M in Q2 2026.
- How has F&G Annuities & Life's indexed annuities — actual policyholder behavior different from expected changed year-over-year?
- F&G Annuities & Life's indexed annuities — actual policyholder behavior different from expected decreased by 92.3% year-over-year, from $13M to $1M.
- What is the long-term trend for F&G Annuities & Life's indexed annuities — actual policyholder behavior different from expected?
- Over 2 years (2023 to 2025), F&G Annuities & Life's indexed annuities — actual policyholder behavior different from expected has grown at a 29.1% compound annual growth rate (CAGR), from $27M to $45M.
- What does indexed annuities — actual policyholder behavior different from expected mean?
- This metric quantifies the financial impact resulting from deviations between actual policyholder actions, such as surrenders or withdrawals, and the company's actuarial projections. It highlights the sensitivity of the indexed annuity segment to behavioral risk and the accuracy of underlying modeling assumptions. Significant variances may indicate a need to adjust pricing or risk management strategies.
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