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Jackson Financial JXN Closed Block Life — Account values with crediting rates

Similar metrics at other companies

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UNMClosed Block — Policyholder Account Balances
$4.11B+0.4%
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UNMClosed Block — Policyholders' Account Balances
$4.11B
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UNMClosed Block — Interest accretion rate
5.3%0.0pp
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UNMClosed Block — Interest accretion
$95.1M-3.0%
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UNMClosed Block — Liability for Future Policy Benefit, Interest Expense
$297.1M+4.2%
Unum logo
UNMClosed Block — Issuances
$22.9M-14.9%

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 us-gaap:PolicyholderFunds.

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 life — account values with crediting rates?
Jackson Financial (JXN) reported closed block life — account values with crediting rates of $6.3B in Q1 2026.
How has Jackson Financial's closed block life — account values with crediting rates changed year-over-year?
Jackson Financial's closed block life — account values with crediting rates decreased by 4.2% year-over-year, from $6.57B to $6.3B.
What is the long-term trend for Jackson Financial's closed block life — account values with crediting rates?
Over 2 years (2023 to 2025), Jackson Financial's closed block life — account values with crediting rates has grown at a -3.6% compound annual growth rate (CAGR), from $27.87B to $25.89B.
What does closed block life — account values with crediting rates mean?
This metric measures the total value of policyholder accounts that are subject to specific interest crediting rate structures within the closed block. It provides insight into the scale of assets under management that require ongoing interest accrual and the potential impact of interest rate fluctuations on the company's liability profile.