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Jackson Financial JXN RILA — Cash surrender value
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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 RILA — cash surrender value?
- Jackson Financial (JXN) reported RILA — cash surrender value of $20.86B in Q1 2026.
- How has Jackson Financial's RILA — cash surrender value changed year-over-year?
- Jackson Financial's RILA — cash surrender value increased by 76.0% year-over-year, from $11.86B to $20.86B.
- What is the long-term trend for Jackson Financial's RILA — cash surrender value?
- Over 2 years (2023 to 2025), Jackson Financial's RILA — cash surrender value has grown at a 114.1% compound annual growth rate (CAGR), from $13.78B to $63.15B.
- What does RILA — cash surrender value mean?
- The total amount of cash that policyholders would receive if they were to terminate their annuity contracts before maturity, typically net of any applicable surrender charges. This metric represents the immediate liquidity demand potential for the RILA segment. Monitoring this helps the company manage cash flow requirements and assess policyholder retention.
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