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Jackson Financial JXN Closed Block Life — Net assessments collected

Similar metrics at other companies

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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 — Gross premiums or assessments
$212.4M-2.7%
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UNMClosed Block — Net liability for future policy benefits
$23.1B+2.3%
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UNMClosed Block — Policyholders' Account Balances
$4.11B
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PRUClosed Block division — Premiums, Policy Charges and Fee Income
$429.75M+1.7%
Equitable Holdings logo
EQHUL — Net assessments collected
$16M-5.9%

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 jxn:AdditionalLiabilityNetAssessmentsCollected.

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 — net assessments collected?
Jackson Financial (JXN) reported closed block life — net assessments collected of -$32M in Q1 2026.
How has Jackson Financial's closed block life — net assessments collected changed year-over-year?
Jackson Financial's closed block life — net assessments collected decreased by 6.7% year-over-year, from -$30M to -$32M.
What is the long-term trend for Jackson Financial's closed block life — net assessments collected?
Over 2 years (2023 to 2025), Jackson Financial's closed block life — net assessments collected has grown at a -20.3% compound annual growth rate (CAGR), from -$148M to -$94M.
What does closed block life — net assessments collected mean?
This represents the net amount of fees and assessments collected from policyholders after accounting for related expenses or credits. It provides insight into the operational efficiency and fee-generating capability of the closed block. A positive trend indicates effective management of policyholder charges relative to the costs of servicing the block.