| Segment | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Retirement | — | — | — | $1.76B | — | — | — | $2.09B |
| Individual Life | $762M | $768M | $753M | $360M | $697M | $725M | $726M | $368M |
| Corporate and Other | $286M | $326M | $349M | $330M | $330M | $330M | $348M | $301M |
| Institutional Retirement Strategies | $1.15B | $1.15B | $1.15B | $1.26B | $1.26B | $1.26B | $1.26B | — |
| Individual Retirement Strategies | $531M | $531M | $531M | $722.75M | $722.75M | $722.75M | $722.75M | — |
| Total Corporate and Other | $431.5M | $431.5M | $431.5M | $453.75M | $453.75M | $453.75M | $453.75M | — |
| Closed Block division | $512M | $512M | $512M | $514.25M | $514.25M | $514.25M | $514.25M | — |
| Total | $4.85B | $5.06B | $5.24B | $5.13B | $5.23B | $5.53B | $5.59B | $5.67B |
Institutional Retirement Strategies, Individual Retirement Strategies, Total Corporate and Other, Closed Block division are derived from annual filings.