Liability For Future Policy Benefit Weighted Average Interest Accretion Rate

Name: Principal Financial Group Liability For Future Policy Benefit Weighted Average Interest Accretion Rate by Products & Services
Creator: OpenCapital
License: https://www.opencapital.sh/terms

Principal Financial Group·Products & Services·6 segments·Rolls up to Weighted-average interest accretion rate

Breakdown

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Universal Life	4.8%	4.8%	4.8%	4.8%	4.7%	4.7%	4.7%	4.7%
Pension Risk Transfer	4.6%	4.6%	4.6%	4.6%	4.7%	4.7%	4.7%	4.7%
Term Life Insurance	4.8%	4.8%	4.8%	4.8%	4.8%	4.8%	4.8%	4.7%
Individual Disability	3.9%	3.9%	3.9%	3.9%	3.9%	3.9%	3.8%	3.8%
Total	—	—	—	—	—	—	—	—

Segments

Pension Risk TransferView metric

Fixed AnnuityView metric

Individual DisabilityView metric

Universal LifeView metric

Term Life InsuranceView metric

Long Term Care InsuranceView metric

Segment	Q2 '24	Q3 '24	Q4 '24	Q1 '25	Q2 '25	Q3 '25	Q4 '25	Q1 '26
Universal Life	4.8%	4.8%	4.8%	4.8%	4.7%	4.7%	4.7%	4.7%
Pension Risk Transfer	4.6%	4.6%	4.6%	4.6%	4.7%	4.7%	4.7%	4.7%
Term Life Insurance	4.8%	4.8%	4.8%	4.8%	4.8%	4.8%	4.8%	4.7%
Individual Disability	3.9%	3.9%	3.9%	3.9%	3.9%	3.9%	3.8%	3.8%
Total	—	—	—	—	—	—	—	—