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Discontinued — last reported Q4 '23

Products & Services · Effect of assumption update

Life Planner — Effect of assumption update

Prudential Financial Life Planner — Effect of assumption update decreased by 203.4% to -$150M in Q4 2023 compared to the prior quarter. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ4 2020
Last reportedQ4 2023Feb 13, 2025

How to read this metric

Frequent negative impacts suggest overly optimistic initial assumptions, while positive impacts suggest conservative modeling.

Detailed definition

The financial impact resulting from changes in actuarial assumptions, such as mortality rates, lapse rates, or expense p...

Peer comparison

Similar to 'Actuarial Assumption Updates' or 'Experience Study Impacts' at other life insurers.

Metric ID: pru_segment_life_planner_effect_of_assumption_update

Historical Data

3 periods
 Q4 '21Q4 '22Q4 '23
Value-$115M$145M-$150M
QoQ Change+226.1%-203.4%
YoY Change+226.1%-203.4%
Range-$150M$145M
Avg YoY Growth+11.3%
Median YoY Growth+11.3%

Frequently Asked Questions

What is Prudential Financial's life planner — effect of assumption update?
Prudential Financial (PRU) reported life planner — effect of assumption update of -$150M in Q4 2023.
What does life planner — effect of assumption update mean?
The change in profit or loss caused by updating the assumptions used to calculate future insurance costs.