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Jackson Financial JXN Closed Block Annuity — Cash surrender value
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.
The source filing: Jackson Financial’s 10-Q, filed May 5, 2026.
- Filed
- May 5, 2026, 4:22 PM EDT
- Fiscal quarter
- Q1 FY2026
- Calendar quarter
- Q1 2026
- Accession
- 0001822993-26-000072
| March 31, 2026 | Variable / Annuity | RILA | Fixed / Annuity | Fixed / Index / Annuities | Payout / Annuity | Closed / Block / Life | Closed / Block / Annuity |
|---|---|---|---|---|---|---|---|
| Weighted-average crediting rate (1) | 2.52% | 0.41% | 3.83% | 1.94% | 3.33% | 6.01% | 3.48% |
| Net amount at risk (2) | — | — | — | — | — | $14,592 | — |
| Cash surrender value (3) | $6,190 | $20,861 | $9,087 | $8,059 | — | $10,332 | $1,035 |
| December 31, 2025 | |||||||
| Weighted-average crediting rate (1) | 2.87% | 0.33% | 3.69% | 1.89% | 3.28% | 6.01% | 3.60% |
| Net amount at risk (2) | — | — | — | — | — | $14,750 | — |
| Cash surrender value (3) | $6,330 | $19,736 | $9,277 | $7,711 | — | $10,445 | $1,057 |
Item 1. Financial Statements
FAQ
- What is Jackson Financial's closed block annuity — cash surrender value?
- Jackson Financial (JXN) reported closed block annuity — cash surrender value of $1.04B in Q1 2026.
- How has Jackson Financial's closed block annuity — cash surrender value changed year-over-year?
- Jackson Financial's closed block annuity — cash surrender value decreased by 7.8% year-over-year, from $1.12B to $1.04B.
- What is the long-term trend for Jackson Financial's closed block annuity — cash surrender value?
- Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — cash surrender value has grown at a -7.7% compound annual growth rate (CAGR), from $5.12B to $4.36B.
- What does closed block annuity — cash surrender value mean?
- The total amount that policyholders would be entitled to receive if they were to terminate their annuity contracts in the closed block prematurely. This metric represents the immediate liquidity demand the company could face from policyholders. It serves as a measure of the potential cash outflow risk associated with the legacy portfolio.
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