Discontinued — last reported Q4 '24
Life Planner — Policyholder Account Balance, Policy Charge
Prudential Financial Life Planner — Policyholder Account Balance, Policy Charge decreased by 1.2% to $84.00M in Q4 2024 compared to the prior quarter. Year-over-year, this metric declined by 6.7%, from $90.00M to $84.00M. Over 3 years (FY 2021 to FY 2024), Life Planner — Policyholder Account Balance, Policy Charge shows an upward trend with a 19.0% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
Higher charges indicate strong fee-based revenue generation and effective product pricing.
Detailed definition
This represents the fees and charges deducted from policyholder account balances for insurance coverage, administration,...
Peer comparison
Standard fee income metric for universal life and annuity products.
pru_segment_life_planner_policyholder_account_balance_policy_chargeHistorical Data
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $49.00M | $49.00M | $49.00M | $51.00M | $49.00M | $49.00M | $67.00M | $77.00M | $73.00M | $72.00M | $90.00M | $81.00M | $80.00M | $85.00M | $84.00M |
| QoQ Change | — | +0.0% | +0.0% | +4.1% | -3.9% | +0.0% | +36.7% | +14.9% | -5.2% | -1.4% | +25.0% | -10.0% | -1.2% | +6.3% | -1.2% |
| YoY Change | — | — | — | — | +0.0% | +0.0% | +36.7% | +51.0% | +49.0% | +46.9% | +34.3% | +5.2% | +9.6% | +18.1% | -6.7% |
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Frequently Asked Questions
- What is Prudential Financial's life planner — policyholder account balance, policy charge?
- Prudential Financial (PRU) reported life planner — policyholder account balance, policy charge of $84.00M in Q4 2024.
- How has Prudential Financial's life planner — policyholder account balance, policy charge changed year-over-year?
- Prudential Financial's life planner — policyholder account balance, policy charge decreased by 6.7% year-over-year, from $90.00M to $84.00M.
- What is the long-term trend for Prudential Financial's life planner — policyholder account balance, policy charge?
- Over 3 years (2021 to 2024), Prudential Financial's life planner — policyholder account balance, policy charge has grown at a 19.0% compound annual growth rate (CAGR), from $196.00M to $330.00M.
- What does life planner — policyholder account balance, policy charge mean?
- Fees collected by the company directly from customer account balances.