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F&G Annuities & Life FG Indexed annuities — Cash surrender value

Other product segments

Fixed rate annuities
$17.78B+6.4%
Universal life
$2.64B+16.6%

Similar metrics at other companies

Fidelity National Financial logo
FNFIndexed annuities — Cash surrender value
$31.61B+11.0%
Apollo Global Management logo
APOIndexed Annuities — Cash surrender value
$97.47B+7.3%
Brighthouse Financial logo
BHFIndex-linked Annuities — Cash surrender value
$51.58B+11.6%
Ameriprise Financial logo
AMPFixed Indexed Annuity — Cash surrender value
$263M-5.7%
Rithm Capital logo
RITMFixed Indexed Annuities — Cash surrender value
$79.5M—
KKR & Co. logo
KKRFixed Indexed Annuities — Cash Surrender Value
$38.93M-99.9%

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:CashSurrenderValueDuePolicyholdersAmount.

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 — cash surrender value?
F&G Annuities & Life (FG) reported indexed annuities — cash surrender value of $31.61B in Q1 2026.
How has F&G Annuities & Life's indexed annuities — cash surrender value changed year-over-year?
F&G Annuities & Life's indexed annuities — cash surrender value increased by 11.0% year-over-year, from $28.46B to $31.61B.
What does indexed annuities — cash surrender value mean?
This represents the total amount that policyholders would be entitled to receive if they were to terminate their indexed annuity contracts at the reporting date. It serves as a measure of potential liquidity demand, as it quantifies the immediate cash outflow risk associated with policy surrenders. High levels of surrender value relative to total assets may indicate potential liquidity pressure during periods of market stress.