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Jackson Financial JXN Variable annuity — Effect of expected policyholder behavior
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Where this comes from
Reported directly by Jackson Financial in its filing.
Tagged under the XBRL concept us-gaap:MarketRiskBenefitIncreaseDecreaseFromFutureExpectedPolicyholderBehaviorAssumption.
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 |
|---|---|---|
| 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 |
| Effect of time | 508 | 1,957 |
| Effect of changes in assumptions | 3 | 374 |
| Net MRB balance, end of period, before effect of changes in non-performance risk | (2,631) | (4,282) |
Item 1. Financial Statements
FAQ
- What is Jackson Financial's variable annuity — effect of expected policyholder behavior?
- Jackson Financial (JXN) reported variable annuity — effect of expected policyholder behavior of $215M in Q1 2026.
- How has Jackson Financial's variable annuity — effect of expected policyholder behavior changed year-over-year?
- Jackson Financial's variable annuity — effect of expected policyholder behavior increased by 15.6% year-over-year, from $186M to $215M.
- What is the long-term trend for Jackson Financial's variable annuity — effect of expected policyholder behavior?
- Over 2 years (2023 to 2025), Jackson Financial's variable annuity — effect of expected policyholder behavior has grown at a 11.3% compound annual growth rate (CAGR), from $612M to $758M.
- What does variable annuity — effect of expected policyholder behavior mean?
- This metric represents the impact of anticipated policyholder actions—such as surrenders, withdrawals, or annuitization—on the valuation of Market Risk Benefit liabilities. It reflects the actuarial modeling of how customers are expected to interact with their annuity contracts over time. Changes in this metric indicate shifts in the company's long-term liability projections based on behavioral modeling.
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