Discontinued — last reported Q4 '24
Life Planner — Policyholder Account Balance
Prudential Financial Life Planner — Policyholder Account Balance decreased by 3.6% to $8.73B in Q4 2024 compared to the prior quarter. Year-over-year, this metric grew by 4.8%, from $8.33B to $8.73B. Over 2 years (FY 2022 to FY 2024), Life Planner — Policyholder Account Balance shows relatively stable performance with a 4.9% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase suggests growth in assets under management and customer retention, while a decrease may indicate high surrenders or reduced new business.
Detailed definition
Represents the total value of funds held on behalf of policyholders within the Life Planner segment, including premiums...
Peer comparison
Similar to 'Policyholder Account Values' or 'Contract Holder Funds' at other life insurance companies.
pru_segment_life_planner_policyholder_account_balanceHistorical 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 | $11.56B | $7.20B | $6.54B | $6.24B | $11.17B | $7.49B | $7.34B | $7.46B | $8.33B | $8.27B | $8.19B | $9.06B | $8.73B |
| QoQ Change | — | -37.7% | -9.1% | -4.6% | +78.9% | -32.9% | -2.1% | +1.7% | +11.7% | -0.8% | -0.9% | +10.5% | -3.6% |
| YoY Change | — | — | — | — | -3.3% | +4.1% | +12.1% | +19.5% | -25.4% | +10.4% | +11.7% | +21.4% | +4.8% |
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Frequently Asked Questions
- What is Prudential Financial's life planner — policyholder account balance?
- Prudential Financial (PRU) reported life planner — policyholder account balance of $8.73B in Q4 2024.
- How has Prudential Financial's life planner — policyholder account balance changed year-over-year?
- Prudential Financial's life planner — policyholder account balance increased by 4.8% year-over-year, from $8.33B to $8.73B.
- What is the long-term trend for Prudential Financial's life planner — policyholder account balance?
- Over 2 years (2022 to 2024), Prudential Financial's life planner — policyholder account balance has grown at a 4.9% compound annual growth rate (CAGR), from $31.15B to $34.25B.
- What does life planner — policyholder account balance mean?
- The total amount of money the company owes to policyholders in this segment.