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F&G Annuities & Life FG Indexed annuities — Actual policyholder behavior different from expected

Other product segments

Fixed rate annuities
$0—

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Other financials

Income statement

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Revenue$1.2B+30.7%
Net income$248.0M+1,281%
EPS (diluted)$1.78+990%

Balance sheet

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Cash & equivalents$1.3B-59.8%
Total debt$2.2B+0.3%
Total equity$4.6B+6.3%
Total assets$101.03B+14.8%

Cash flow

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Operating cash flow$743.0M-22.3%

Valuation

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Market cap$3.69B-29.3%

Profitability

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Net margin8.9%-1.0pp

Returns & leverage

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Return on equity11.9%-0.9pp
Debt / equity0.5×0.0×

Where this comes from

Reported directly by F&G Annuities & Life in its filing.

Tagged under the XBRL concept us-gaap:MarketRiskBenefitIncreaseDecreaseFromActualPolicyholderBehaviorDifferentFromExpected.

The official record: F&G Annuities & Life’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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 $53M in Q1 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 increased by 140.9% year-over-year, from $22M to $53M.
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.