Jackson Financial JXN Closed Block Annuity — Interest Expense

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UNMClosed Block — Liability for Future Policy Benefit, Interest Expense

$297.1M+4.2%

UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Interest Expense

$392.2M+2.4%

UNMClosed Block — Interest and Debt Expense

$0—

UNMClosed Block — Benefits, Losses and Expenses

$579.8M+18.4%

UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Benefit Payment

$497.2M+1.5%

UNMClosed Block — Interest accretion

$95.1M-3.0%

Questions, answered.

What is Jackson Financial's closed block annuity — interest expense?

Jackson Financial (JXN) reported closed block annuity — interest expense of $40M in Q1 2026.

How has Jackson Financial's closed block annuity — interest expense changed year-over-year?

Jackson Financial's closed block annuity — interest expense decreased by 7.0% year-over-year, from $43M to $40M.

What is the long-term trend for Jackson Financial's closed block annuity — interest expense?

Over 3 years (2022 to 2025), Jackson Financial's closed block annuity — interest expense has grown at a -7.0% compound annual growth rate (CAGR), from $210M to $169M.

What does closed block annuity — interest expense mean?

This reflects the interest costs incurred on policyholder account balances and other insurance liabilities within the closed block segment. It represents the cost of capital associated with maintaining these legacy obligations. High interest expenses relative to assets can indicate pressure on the profitability of the block.