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Jackson Financial JXN Closed Block Annuity — Policyholder Account Balance, Policy Income (Charge)

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UNMClosed Block — Liability for Future Policy Benefit, Expected Net Premium, Net Premium Collected
$161.7M+2.9%
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UNMClosed Block — Policyholders' Account Balances
$4.11B—
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UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Benefit Payment
$497.2M+1.5%
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LNCFixed Annuities — Policyholder Account Balance, Policy Charge
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AMPFixed Annuity — Policyholder Account Balance, Policy Charge
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Other financials

Income statement

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Revenue$2.9B-22.6%
Operating income$760.8M—
Net income-$424.0M-1,667%
EPS (diluted)-$6.24-1,200%

Balance sheet

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Cash & equivalents$5.5B+42.5%
Total debt$2.7B+31.8%
Total equity$9.5B-7.8%
Total assets$339.54B+3.8%

Cash flow

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Operating cash flow$1.0B-34.4%

Valuation

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Market cap$7.45B+22.3%
Enterprise value$4.59B+8.2%
P/S1.3×+0.4×

Profitability

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Net margin11.7%—

Returns & leverage

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Return on equity5.5%—
Debt / equity0.3×+0.1×

Where this comes from

Reported directly by Jackson Financial in its filing.

Tagged under the XBRL concept jxn:PolicyholderAccountBalancePolicyIncomeCharge.

The official record: Jackson Financial’s 10-Q, filed May 5, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Jackson Financial's closed block annuity — policyholder account balance, policy income (charge)?
Jackson Financial (JXN) reported closed block annuity — policyholder account balance, policy income (charge) of $0 in Q1 2026.
What is the long-term trend for Jackson Financial's closed block annuity — policyholder account balance, policy income (charge)?
Over 2 years (2022 to 2025), Jackson Financial's closed block annuity — policyholder account balance, policy income (charge) has grown at a -73.3% compound annual growth rate (CAGR), from $14M to $1M.
What does closed block annuity — policyholder account balance, policy income (charge) mean?
Captures the net income or charges applied to policyholder accounts, such as administrative fees, mortality and expense charges, or other contractual deductions. This metric reflects the revenue generated from the servicing of the closed block of business. It helps investors assess the profitability of legacy products independent of investment performance.