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Jackson Financial JXN Variable annuity — Effect of changes in interest rates
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept us-gaap:MarketRiskBenefitIncreaseDecreaseFromInterestRateChange.
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 | Three Months Ended March 31, 2026 | Year Ended December 31, 2025 |
|---|---|---|
| Net MRB balance, beginning of period | $(4,265) | $(5,176) |
| Beginning of period cumulative effect of changes in non-performance risk | (17) | 314 |
| Net MRB balance, beginning of period, before effect of changes in non-performance risk | (4,282) | (4,862) |
| Effect of changes in interest rates | (407) | (72) |
| Effect of fund performance | 671 | (3,518) |
| Effect of changes in equity index volatility | 551 | 509 |
| Effect of expected policyholder behavior | 215 | 758 |
| Effect of actual policyholder behavior different from expected | 110 | 572 |
Item 1. Financial Statements
FAQ
- What is Jackson Financial's variable annuity — effect of changes in interest rates?
- Jackson Financial (JXN) reported variable annuity — effect of changes in interest rates of -$407M in Q1 2026.
- How has Jackson Financial's variable annuity — effect of changes in interest rates changed year-over-year?
- Jackson Financial's variable annuity — effect of changes in interest rates decreased by 158.3% year-over-year, from $698M to -$407M.
- What does variable annuity — effect of changes in interest rates mean?
- This metric quantifies the impact of interest rate fluctuations on the valuation of Market Risk Benefit liabilities within the variable annuity segment. Because annuity guarantees are sensitive to discount rates, this measure highlights the sensitivity of the company's balance sheet to macroeconomic interest rate shifts. It serves as a key indicator of the firm's interest rate risk exposure and hedging effectiveness.
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