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F&G Annuities & Life FG Universal life — 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 universal life — policyholder account balance, surrender and withdrawal?
- F&G Annuities & Life (FG) reported universal life — policyholder account balance, surrender and withdrawal of $40M in Q2 2026.
- How has F&G Annuities & Life's universal life — policyholder account balance, surrender and withdrawal changed year-over-year?
- F&G Annuities & Life's universal life — policyholder account balance, surrender and withdrawal decreased by 24.5% year-over-year, from $53M to $40M.
- What is the long-term trend for F&G Annuities & Life's universal life — policyholder account balance, surrender and withdrawal?
- Over 4 years (2021 to 2025), F&G Annuities & Life's universal life — policyholder account balance, surrender and withdrawal has grown at a 17.6% compound annual growth rate (CAGR), from $68M to $130M.
- What does universal life — policyholder account balance, surrender and withdrawal mean?
- Represents the total cash outflows from universal life policyholder account balances due to policy surrenders and partial withdrawals. This metric reflects customer liquidity needs and potential lapse behavior within the universal life product segment. High levels of surrender activity may indicate competitive pressure or changing customer financial priorities.
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