Prudential Financial Life/Disability — Policyholder Account Balance, Surrender and Withdrawal increased by 8.0% to $256.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 43.4%, from $452.00M to $256.00M. Over 4 years (FY 2021 to FY 2025), Life/Disability — Policyholder Account Balance, Surrender and Withdrawal shows a downward trend with a -10.2% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Lower surrender rates are generally positive, indicating high customer loyalty and product satisfaction.
This measures the outflow of funds from policyholder accounts due to voluntary surrenders, partial withdrawals, or contr...
Standard industry metric known as 'Surrender Rate' or 'Policyholder Withdrawals'.
pru_segment_life_disability_policyholder_account_balance_surrender_and_withdrawal| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $514.50M | $514.50M | $514.50M | $378.00M | $322.00M | $398.00M | $359.00M | $453.00M | $373.00M | $391.00M | $335.00M | $434.00M | $415.00M | $274.00M | $329.00M | $452.00M | $390.00M | $258.00M | $237.00M | $256.00M |
| QoQ Change | — | +0.0% | +0.0% | -26.5% | -14.8% | +23.6% | -9.8% | +26.2% | -17.7% | +4.8% | -14.3% | +29.6% | -4.4% | -34.0% | +20.1% | +37.4% | -13.7% | -33.8% | -8.1% | +8.0% |
| YoY Change | — | — | — | — | -37.4% | -22.6% | -30.2% | +19.8% | +15.8% | -1.8% | -6.7% | -4.2% | +11.3% | -29.9% | -1.8% | +4.1% | -6.0% | -5.8% | -28.0% | -43.4% |