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Jackson Financial JXN Total — Policyholder Account Balance, Interest Expense, Gross Of Reinsurance
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept jxn:PolicyholderAccountBalanceInterestExpenseGrossOfReinsurance.
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 total — policyholder account balance, interest expense, gross of reinsurance?
- Jackson Financial (JXN) reported total — policyholder account balance, interest expense, gross of reinsurance of $362M in Q1 2026.
- How has Jackson Financial's total — policyholder account balance, interest expense, gross of reinsurance changed year-over-year?
- Jackson Financial's total — policyholder account balance, interest expense, gross of reinsurance increased by 2.0% year-over-year, from $355M to $362M.
- What is the long-term trend for Jackson Financial's total — policyholder account balance, interest expense, gross of reinsurance?
- Over 3 years (2022 to 2025), Jackson Financial's total — policyholder account balance, interest expense, gross of reinsurance has grown at a -1.8% compound annual growth rate (CAGR), from $1.52B to $1.45B.
- What does total — policyholder account balance, interest expense, gross of reinsurance mean?
- Represents the total interest credited to policyholder accounts before accounting for any reinsurance recoveries. This reflects the cost of funds associated with the company's annuity liabilities and its ability to manage crediting rates relative to investment returns. It is a critical component in evaluating the net interest margin and overall profitability of the insurance products.
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