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Jackson Financial JXN Closed Block Annuity — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Variable annuity
$516M-2.1%
Fixed Index Annuities
$341M-29.7%
RILA
$164M+152%
Payout Annuities
$66M+4.8%

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UNMClosed Block — Policyholders' Account Balances
$4.11B—
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UNMClosed Block — Policyholder Account Balances
$4.11B+0.4%
Chubb logo
CBAnnuities — Policyholder Account Balance, Surrender and Withdrawal
$8M-11.1%
MetLife logo
METFixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$863M+20.7%
Prudential Financial logo
PRUAnnuities — Policyholder Account Balance, Surrender and Withdrawal
$165M-12.2%
Aflac logo
AFLFixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$19M+5.6%

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

See full
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 us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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, surrender and withdrawal?
Jackson Financial (JXN) reported closed block annuity — policyholder account balance, surrender and withdrawal of $32M in Q1 2026.
How has Jackson Financial's closed block annuity — policyholder account balance, surrender and withdrawal changed year-over-year?
Jackson Financial's closed block annuity — policyholder account balance, surrender and withdrawal decreased by 11.1% year-over-year, from $36M to $32M.
What is the long-term trend for Jackson Financial's closed block annuity — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Jackson Financial's closed block annuity — policyholder account balance, surrender and withdrawal has grown at a 3.8% compound annual growth rate (CAGR), from $118M to $132M.
What does closed block annuity — policyholder account balance, surrender and withdrawal mean?
This represents the total value of funds withdrawn or surrendered by policyholders from their annuity accounts during the period. High levels of surrenders can indicate policyholder dissatisfaction or a desire to move capital elsewhere, potentially impacting the liquidity and duration of the closed block. It is a key metric for assessing the stability of the legacy portfolio.