Discontinued — last reported Q4 '24
Life Planner — Cash surrender value
Prudential Financial Life Planner — Cash surrender value decreased by 3.5% to $12.19B in Q4 2024 compared to the prior quarter. Year-over-year, this metric grew by 8.2%, from $11.27B to $12.19B. Over 2 years (FY 2022 to FY 2024), Life Planner — Cash surrender value shows an upward trend with a 13.2% CAGR. This is a positive signal — lower values indicate better performance for this metric.
Analysis
How to read this metric
High surrender values relative to account balances may indicate increased lapse risk or competitive pressure.
Detailed definition
The amount a policyholder would receive if they were to terminate their policy before maturity, often net of surrender c...
Peer comparison
Standard disclosure for life and annuity products regarding policyholder withdrawal rights.
pru_segment_life_planner_cash_surrender_valueHistorical Data
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $10.44B | $9.97B | $8.96B | $8.51B | $9.61B | $10.10B | $10.05B | $10.06B | $11.27B | $11.39B | $11.28B | $12.64B | $12.19B |
| QoQ Change | — | -4.5% | -10.2% | -5.0% | +12.9% | +5.1% | -0.5% | +0.2% | +12.0% | +1.1% | -0.9% | +12.0% | -3.5% |
| YoY Change | — | — | — | — | -7.9% | +1.3% | +12.1% | +18.2% | +17.2% | +12.8% | +12.3% | +25.6% | +8.2% |
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Frequently Asked Questions
- What is Prudential Financial's life planner — cash surrender value?
- Prudential Financial (PRU) reported life planner — cash surrender value of $12.19B in Q4 2024.
- How has Prudential Financial's life planner — cash surrender value changed year-over-year?
- Prudential Financial's life planner — cash surrender value increased by 8.2% year-over-year, from $11.27B to $12.19B.
- What is the long-term trend for Prudential Financial's life planner — cash surrender value?
- Over 2 years (2022 to 2024), Prudential Financial's life planner — cash surrender value has grown at a 13.2% compound annual growth rate (CAGR), from $37.05B to $47.50B.
- What does life planner — cash surrender value mean?
- The cash value available to a policyholder upon early termination of their policy.