Non-Current Assets

Policy loans

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2022
Last reportedQ4 2025

How to read this metric

Growth in policy loans can indicate customer demand for liquidity, while stability reflects a predictable, low-risk income stream.

Detailed definition

These are loans extended to life insurance policyholders, secured by the cash surrender value of their policies. These l...

Peer comparison

Commonly reported by insurance companies and wealth management firms with insurance-based product offerings.

Metric ID: ins_policy_loans

Business Segments

View all
SegmentQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Insurance$1.59B$1.62B$1.61B$1.62B$1.63B$1.63B$1.65B$1.65B
Total

Policy loans at Other Companies

Frequently Asked Questions

What does policy loans mean?
Loans given to insurance customers that are backed by the value of their own life insurance policies.