Jackson Financial JXN Closed Block Life — Weighted average current discount rate

Similar metrics at other companies

UNMClosed Block — Current discount rate

5.6%+0.2pp

UNMClosed Block — Effect of change in discount rate assumptions

$124.3M-16.2%

UNMClosed Block — Liability for Future Policy Benefit, Expected Future Policy Benefit, Original Discount Rate, before Cash Flow and Reinsurance

$31.02B+2.1%

APOWhole Life — Weighted-average current discount rate

6.5%+1.8pp

FRHCLife Insurance — Weighted-average current discount rate at balance sheet date

14%+1.0pp

UNMClosed Block — Liability for Future Policy Benefit, Expected Net Premium, before Reinsurance, after Discount Rate Change

$7.37B-3.2%

Questions, answered.

What is Jackson Financial's closed block life — weighted average current discount rate?

Jackson Financial (JXN) reported closed block life — weighted average current discount rate of 5% in Q1 2026.

How has Jackson Financial's closed block life — weighted average current discount rate changed year-over-year?

Jackson Financial's closed block life — weighted average current discount rate increased by 0.2% year-over-year, from 5% to 5%.

What is the long-term trend for Jackson Financial's closed block life — weighted average current discount rate?

Over 2 years (2023 to 2025), Jackson Financial's closed block life — weighted average current discount rate has grown at a 0.3% compound annual growth rate (CAGR), from 19.9% to 20%.

What does closed block life — weighted average current discount rate mean?

This is the weighted average of the discount rates applied across the various cohorts of policies within the closed block. It provides a consolidated view of the interest rate environment used to value the entire portfolio's liabilities. Investors use this to gauge the overall sensitivity of the closed block to interest rate movements.