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F&G Annuities & Life FG Reportable Segment — Surrender charges
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Where this comes from
Reported directly by F&G Annuities & Life in its filing.
Tagged under the XBRL concept fg:SurrenderCharges.
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 | Three months ended June 30, 2026 | Three months ended June 30, 2025 | Six months ended June 30, 2026 | Six months ended June 30, 2025 |
|---|---|---|---|---|
| Revenues: | ||||
| Life-contingent pension risk transfer premiums | $226 | $432 | $550 | $743 |
| Traditional life insurance and life-contingent immediate annuity premiums | 8 | 9 | 17 | 19 |
| Surrender charges | 61 | 69 | 117 | 126 |
| Policyholder fees and other income | 99 | 98 | 189 | 209 |
| Life insurance premiums and other fees | 394 | 608 | 873 | 1,097 |
| Owned distribution revenues | 19 | 23 | 36 | 39 |
| Revenues from external customers | 413 | 631 | 909 | 1,136 |
Item 1. Condensed Consolidated Financial Statements:
FAQ
- What is F&G Annuities & Life's reportable segment — surrender charges?
- F&G Annuities & Life (FG) reported reportable segment — surrender charges of $61M in Q2 2026.
- How has F&G Annuities & Life's reportable segment — surrender charges changed year-over-year?
- F&G Annuities & Life's reportable segment — surrender charges decreased by 11.6% year-over-year, from $69M to $61M.
- What is the long-term trend for F&G Annuities & Life's reportable segment — surrender charges?
- Over 3 years (2022 to 2025), F&G Annuities & Life's reportable segment — surrender charges has grown at a 63.4% compound annual growth rate (CAGR), from $58M to $253M.
- What does reportable segment — surrender charges mean?
- Reflects fees collected from policyholders who terminate their annuity or insurance contracts prior to the end of the specified surrender period. High levels can indicate increased policyholder churn or liquidity events, while low levels suggest higher retention.
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