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Jackson Financial JXN Closed Block Annuity — Weighted-average crediting rate
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept us-gaap:PolicyholderAccountBalanceWeightedAverageCreditingRate.
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 — weighted-average crediting rate?
- Jackson Financial (JXN) reported closed block annuity — weighted-average crediting rate of 3.5% in Q1 2026.
- How has Jackson Financial's closed block annuity — weighted-average crediting rate changed year-over-year?
- Jackson Financial's closed block annuity — weighted-average crediting rate increased by 8.4% year-over-year, from 3.2% to 3.5%.
- What is the long-term trend for Jackson Financial's closed block annuity — weighted-average crediting rate?
- Over 2 years (2023 to 2025), Jackson Financial's closed block annuity — weighted-average crediting rate has grown at a 2.0% compound annual growth rate (CAGR), from 13.5% to 14%.
- What does closed block annuity — weighted-average crediting rate mean?
- The average interest rate applied to the account values of the closed annuity block, weighted by the size of each policyholder's account. This metric indicates the cost of servicing the block and the competitiveness of the legacy product offerings. It is essential for understanding the interest margin and the potential for future liability growth.
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