Other
Separate Account, Liability, Cash Surrender Value, Amount
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryLiquidity
SignalContext dependent
VolatilityStable
First reportedQ1 2022
Last reportedQ1 2026
How to read this metric
High values relative to total separate account liabilities may indicate higher potential for policyholder withdrawals.
Detailed definition
This represents the cash surrender value of separate account liabilities, which is the amount a policyholder would recei...
Peer comparison
Standard disclosure for variable insurance products; peers report this as cash surrender value.
Metric ID:
other_separate_account_liability_cash_surrender_value_amountProduct Breakdown
| Segment | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 |
|---|---|---|---|---|---|
| Individual Retirement Strategies | 15,607,100,000,000% | 14,239,100,000,000% | 9,708,300,000,000% | 8,951,200,000,000% | 9,183,100,000,000% |
| Institutional Retirement Strategies | 1,406,400,000,000% | 1,349,000,000,000% | 1,181,100,000,000% | 1,134,500,000,000% | 1,142,800,000,000% |
| Total | — | — | — | — | — |
Individual Retirement Strategies, Institutional Retirement Strategies were previously reported and have since been discontinued or reclassified. Only currently active segments are shown in the chart.
Business Segments
| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Retirement | — | — | — | — | — | — | — | $79.74B |
| Individual Life | $40.13B | $42.45B | $43.33B | $42.17B | $46.20B | $49.14B | $52.55B | $51.25B |
| Total | — | — | — | — | — | — | — | — |
Separate Account, Liability, Cash Surrender Value, Amount at Other Companies
Frequently Asked Questions
- What does separate account, liability, cash surrender value, amount mean?
- The cash value available to policyholders if they cancel their separate account insurance contracts.