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Jackson Financial JXN Fixed 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 fixed annuity — policyholder account balance, surrender and withdrawal?
- Jackson Financial (JXN) reported fixed annuity — policyholder account balance, surrender and withdrawal of $343M in Q1 2026.
- How has Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal changed year-over-year?
- Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal decreased by 7.5% year-over-year, from $371M to $343M.
- What is the long-term trend for Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal?
- Over 3 years (2022 to 2025), Jackson Financial's fixed annuity — policyholder account balance, surrender and withdrawal has grown at a -11.6% compound annual growth rate (CAGR), from $2.02B to $1.39B.
- What does fixed annuity — policyholder account balance, surrender and withdrawal mean?
- Tracks the total outflows resulting from policyholders terminating their contracts or withdrawing funds from their annuity accounts. High levels of surrenders can indicate competitive pressure, poor product performance, or changing customer liquidity needs. This metric is critical for assessing retention and cash flow stability.
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