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Jackson Financial JXN Fixed Index Annuities — Policyholder Account Balance, Surrender and Withdrawal

Other product segments

Variable annuity
$516M-2.1%
RILA
$164M+152%
Payout Annuities
$66M+4.8%
Closed Block Annuity
$32M-11.1%

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RITMFixed Indexed Annuities — Policyholder Account Balance, Surrender and Withdrawal
$52K+6,833%
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KKRFixed Indexed Annuities — Policyholder Account Balance, Benefit Payment, Surrender, And Withdrawal
$1.34B+19.8%
Fidelity National Financial logo
FNFIndexed annuities — Policyholder Account Balance, Surrender and Withdrawal
$978M+290%
Apollo Global Management logo
APOIndexed Annuities — Policyholder Account Balance, Surrender and Withdrawal
$2.82B-0.2%
Lincoln National logo
LNCFixed Annuities — Policyholder Account Balance, Withdrawal
$616M-35.0%
MetLife logo
METFixed Annuity — Policyholder Account Balance, Surrender and Withdrawal
$863M+20.7%

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

See full
Net margin11.7%—

Returns & leverage

See full
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:PolicyholderAccountBalanceSurrenderAndWithdrawal.

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 fixed index annuities — policyholder account balance, surrender and withdrawal?
Jackson Financial (JXN) reported fixed index annuities — policyholder account balance, surrender and withdrawal of $341M in Q1 2026.
How has Jackson Financial's fixed index annuities — policyholder account balance, surrender and withdrawal changed year-over-year?
Jackson Financial's fixed index annuities — policyholder account balance, surrender and withdrawal decreased by 29.7% year-over-year, from $485M to $341M.
What is the long-term trend for Jackson Financial's fixed index annuities — policyholder account balance, surrender and withdrawal?
Over 3 years (2022 to 2025), Jackson Financial's fixed index annuities — policyholder account balance, surrender and withdrawal has grown at a 4.1% compound annual growth rate (CAGR), from $1.41B to $1.6B.
What does fixed index annuities — policyholder account balance, surrender and withdrawal mean?
Tracks the total value of funds removed from fixed index annuity accounts due to policyholder surrenders or periodic withdrawals. This metric is a key indicator of customer retention and liquidity pressure on the annuity block. Elevated levels may suggest higher churn or increased policyholder demand for cash.