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F&G Annuities & Life FG Universal life — Cash surrender value
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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:CashSurrenderValueDuePolicyholdersAmount.
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) |
|---|---|---|---|---|---|
| Balance, end of period | 34,903 | 18,661 | 3,580 | 3,339 | 3,303 |
| Reconciling items (c) | 219 | 2 | 144 | (15) | — |
| Gross liability, end of period | 35,122 | 18,663 | 3,724 | 3,324 | 3,303 |
| Less: Reinsurance recoverable | 6,681 | 12,691 | 890 | — | — |
| Net liability, after reinsurance | $28,441 | $5,972 | $2,834 | $3,324 | $3,303 |
| Weighted-average crediting rate | 3.67% | 4.81% | 7.81% | N/A | N/A |
| Net amount at risk (d) | N/A | N/A | $29,759 | N/A | N/A |
| Cash surrender value (e) | $32,442 | $17,527 | $2,762 | N/A | N/A |
Item 1. Condensed Consolidated Financial Statements:
FAQ
- What is F&G Annuities & Life's universal life — cash surrender value?
- F&G Annuities & Life (FG) reported universal life — cash surrender value of $2.76B in Q2 2026.
- How has F&G Annuities & Life's universal life — cash surrender value changed year-over-year?
- F&G Annuities & Life's universal life — cash surrender value increased by 17.8% year-over-year, from $2.34B to $2.76B.
- What is the long-term trend for F&G Annuities & Life's universal life — cash surrender value?
- Over 2 years (2023 to 2025), F&G Annuities & Life's universal life — cash surrender value has grown at a 15.6% compound annual growth rate (CAGR), from $7.17B to $9.57B.
- What does universal life — cash surrender value mean?
- This metric represents the total amount of cash that policyholders would be entitled to receive if they were to voluntarily terminate their universal life insurance contracts before maturity. It serves as a key indicator of the company's immediate liquidity obligations related to its universal life product segment. Monitoring this value helps assess potential cash outflows and policyholder retention trends.
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