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Jackson Financial JXN RILA — 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 RILA — policyholder account balance, surrender and withdrawal?
- Jackson Financial (JXN) reported RILA — policyholder account balance, surrender and withdrawal of $164M in Q1 2026.
- How has Jackson Financial's RILA — policyholder account balance, surrender and withdrawal changed year-over-year?
- Jackson Financial's RILA — policyholder account balance, surrender and withdrawal increased by 152.3% year-over-year, from $65M to $164M.
- What is the long-term trend for Jackson Financial's RILA — policyholder account balance, surrender and withdrawal?
- Over 3 years (2022 to 2025), Jackson Financial's RILA — policyholder account balance, surrender and withdrawal has grown at a 268.1% compound annual growth rate (CAGR), from $8M to $399M.
- What does RILA — policyholder account balance, surrender and withdrawal mean?
- Measures the total value of funds removed from RILA accounts by policyholders due to surrenders, partial withdrawals, or contract terminations. High levels of surrender activity can indicate customer dissatisfaction, competitive pressure, or changing market conditions. Monitoring this metric is crucial for assessing retention and long-term product viability.
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