Screener
Jackson Financial JXN Fixed Index Annuities — Cash surrender value
Other product segments
Similar metrics at other companies
Other financials
Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.
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 fixed index annuities — cash surrender value?
- Jackson Financial (JXN) reported fixed index annuities — cash surrender value of $8.06B in Q1 2026.
- How has Jackson Financial's fixed index annuities — cash surrender value changed year-over-year?
- Jackson Financial's fixed index annuities — cash surrender value increased by 2.2% year-over-year, from $7.89B to $8.06B.
- What is the long-term trend for Jackson Financial's fixed index annuities — cash surrender value?
- Over 2 years (2023 to 2025), Jackson Financial's fixed index annuities — cash surrender value has grown at a -14.7% compound annual growth rate (CAGR), from $41.97B to $30.55B.
- What does fixed index annuities — cash surrender value mean?
- This metric represents the total amount of capital that policyholders are entitled to receive if they choose to terminate their annuity contracts before the end of the surrender charge period. It serves as a critical indicator of potential liquidity risk and the immediate financial obligation the company faces regarding its annuity liabilities. Monitoring this value helps investors assess the stability of the policyholder base and the potential impact of early contract terminations on the firm's cash flow.
Ask your AI about Jackson Financial's fixed index annuities — cash surrender value.
Connect your AI assistant and compare segments, right in your chat.
Connect your AI
Claude