Jackson Financial JXN Closed Block Annuity — Account values with crediting rates

Similar metrics at other companies

UNMClosed Block — Policyholders' Account Balances

$4.09B—

GLDeferred Annuity — Range of guaranteed minimum crediting rates

$568.08M-10.7%

CIAFixed Annuity — Weighted-average crediting rates

4%0.0pp

SNFCAFixed Annuity — Policyholder Account Balance Weighted Average Crediting Rate

3%0.0pp

PFGVariable Annuity — Policyholder Account Balance Weighted Average Crediting Rate

3.2%-0.1pp

AMPFixed Annuity — Weighted-average crediting rate

3.9%+0.1pp

FAQ

What is Jackson Financial's closed block annuity — account values with crediting rates?

Jackson Financial (JXN) reported closed block annuity — account values with crediting rates of $903M in Q1 2026.

How has Jackson Financial's closed block annuity — account values with crediting rates changed year-over-year?

Jackson Financial's closed block annuity — account values with crediting rates decreased by 8.2% year-over-year, from $984M to $903M.

What is the long-term trend for Jackson Financial's closed block annuity — account values with crediting rates?

Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — account values with crediting rates has grown at a -7.9% compound annual growth rate (CAGR), from $4.5B to $3.81B.

What does closed block annuity — account values with crediting rates mean?

The aggregate account value of policies in the closed block categorized by their respective interest crediting rates. This provides transparency into the concentration of liabilities at different interest rate tiers. It allows investors to model the sensitivity of the closed block's liability costs to changes in market interest rates.