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F&G Annuities & Life FG Indexed annuities — Policyholder Account Balance, Surrender and Withdrawal
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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:PolicyholderAccountBalanceSurrenderAndWithdrawal.
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 | Indexed annuities | Fixed rate annuities | Universal life | FABN (a) | FHLB (a) |
|---|---|---|---|---|---|
| Issuances | 3,421 | 286 | 116 | 750 | 1,805 |
| Premiums received | 16 | — | 333 | — | — |
| Policy charges (b) | (121) | — | (208) | — | — |
| Surrenders and withdrawals | (1,990) | (1,142) | (73) | — | — |
| Benefit payments | (260) | (193) | (9) | (813) | (1,450) |
| Interest credited | 614 | 445 | 129 | 78 | 42 |
| Other | (3) | — | — | — | 8 |
| Balance, end of period | 34,903 | 18,661 | 3,580 | 3,339 | 3,303 |
Item 1. Condensed Consolidated Financial Statements:
FAQ
- What is F&G Annuities & Life's indexed annuities — policyholder account balance, surrender and withdrawal?
- F&G Annuities & Life (FG) reported indexed annuities — policyholder account balance, surrender and withdrawal of $1.01B in Q2 2026.
- How has F&G Annuities & Life's indexed annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
- F&G Annuities & Life's indexed annuities — policyholder account balance, surrender and withdrawal decreased by 35.7% year-over-year, from $1.57B to $1.01B.
- What is the long-term trend for F&G Annuities & Life's indexed annuities — policyholder account balance, surrender and withdrawal?
- Over 2 years (2023 to 2025), F&G Annuities & Life's indexed annuities — policyholder account balance, surrender and withdrawal has grown at a 38.2% compound annual growth rate (CAGR), from $2.01B to $3.83B.
- What does indexed annuities — policyholder account balance, surrender and withdrawal mean?
- This tracks the reduction in policyholder account balances due to voluntary surrenders or partial withdrawals by customers. High levels of surrender activity can indicate customer dissatisfaction or competitive pressures in the annuity market. It is a critical metric for assessing policy persistency and long-term asset retention.
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