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Jackson Financial JXN Closed Block Annuity — Policyholder Account Balance, Surrender and Withdrawal
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceSurrenderAndWithdrawal.
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
| Line item | Variable / Annuity | RILA | Fixed / Annuity | Fixed / Index / Annuities | Payout / Annuity | Closed / Block / Life | Closed / Block / Annuity | Total |
|---|---|---|---|---|---|---|---|---|
| Balance as of January 1, 2026 | $6,351 | $20,282 | $9,494 | $7,946 | $854 | $10,494 | $1,057 | $56,478 |
| Deposits | 196 | 2,010 | 89 | 677 | 45 | 66 | 1 | 3,084 |
| Surrenders, withdrawals and benefits | (516) | (164) | (343) | (341) | (66) | (207) | (32) | (1,669) |
| Net transfers from (to) separate accounts | 134 | — | — | — | — | — | — | 134 |
| Investment performance / change in value of equity option | — | (757) | — | (17) | — | — | — | (774) |
| Interest credited | 39 | 22 | 89 | 40 | 7 | 156 | 9 | 362 |
| Policy charges and other | (11) | 1 | (29) | (50) | — | (128) | — | (217) |
| Balance as of March 31, 2026 | $6,193 | $21,394 | $9,300 | $8,255 | $840 | $10,381 | $1,035 | $57,398 |
Item 1. Financial Statements
FAQ
- 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.
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