Discontinued — last reported Q4 '24

Products & Services · Deposits

Life Planner — Deposits

Prudential Financial Life Planner — Deposits decreased by 11.8% to $434.00M in Q4 2024 compared to the prior quarter. Year-over-year, this metric declined by 44.1%, from $777.00M to $434.00M. Over 3 years (FY 2021 to FY 2024), Life Planner — Deposits shows an upward trend with a 10.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryGrowth
SignalHigher is better
VolatilityVolatile
First reportedQ1 2021
Last reportedQ4 2024Feb 13, 2025
Rolls up toIssuances

How to read this metric

Higher deposits indicate strong sales growth and market share expansion.

Detailed definition

This represents the inflow of funds from policyholders into investment-oriented insurance products or annuity accounts....

Peer comparison

Standard sales metric for annuity and retirement-focused insurance segments.

Metric ID: pru_segment_life_planner_deposits

Historical Data

15 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24
Value$361.50M$361.50M$361.50M$205.00M$210.00M$570.00M$514.00M$645.00M$505.00M$490.00M$777.00M$560.00M$488.00M$492.00M$434.00M
QoQ Change+0.0%+0.0%-43.3%+2.4%+171.4%-9.8%+25.5%-21.7%-3.0%+58.6%-27.9%-12.9%+0.8%-11.8%
YoY Change-41.9%+57.7%+42.2%+214.6%+140.5%-14.0%+51.2%-13.2%-3.4%+0.4%-44.1%
Range$205.00M$777.00M
CAGR+5.4%
Avg YoY Growth+35.4%
Median YoY Growth+0.4%

Frequently Asked Questions

What is Prudential Financial's life planner — deposits?
Prudential Financial (PRU) reported life planner — deposits of $434.00M in Q4 2024.
How has Prudential Financial's life planner — deposits changed year-over-year?
Prudential Financial's life planner — deposits decreased by 44.1% year-over-year, from $777.00M to $434.00M.
What is the long-term trend for Prudential Financial's life planner — deposits?
Over 3 years (2021 to 2024), Prudential Financial's life planner — deposits has grown at a 10.9% compound annual growth rate (CAGR), from $1.45B to $1.97B.
What does life planner — deposits mean?
The total amount of new money invested by customers into insurance or annuity products.