Business Context and Reporting Period
Company: Jackson Financial Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: May 5, 2026
Reporting Period: First quarter ended March 31, 2026
Purpose: Disclosure of a slide presentation (Exhibit 99.1) to accompany the Q1 2026 earnings call scheduled for May 6, 2026.
Key Financial Metrics
The filing text does not provide specific numerical values for revenue, profit, cash flow, margins, debt, or liquidity. This report serves as a vehicle to distribute the earnings presentation rather than a standalone financial statement. The presentation contains non-GAAP and statutory financial measures, including "total adjusted capital," but the specific figures are not included in the 8-K text itself.
Material Changes
No material changes to financial results or operations are detailed in the text of this filing. The document references the upcoming earnings call for details on performance versus prior periods.
Guidance, Outlook, and Risks
- Forward-Looking Statements: The filing includes a "Safe Harbor" statement noting that the presentation contains forward-looking statements regarding plans, strategies, and expectations. These are subject to risks and uncertainties that may cause actual results to differ materially.
- Risk Factors: Investors are directed to Part I, Item 1A of the Annual Report on Form 10-K for the year ended December 31, 2025, for a comprehensive list of risk factors.
- Non-GAAP Measures: The presentation includes non-GAAP financial measures. A reconciliation to U.S. GAAP measures is available in the "Non-GAAP Financial Measures" Appendix of the presentation.
- Statutory Measures: The presentation includes statutory accounting measures derived from filings with the Michigan Department of Insurance and Financial Services.
- Communication Channels: The company utilizes its investor relations website and social media channels to disclose material information.
Investor Verification Checklist
- Review Exhibit 99.1 (the slide presentation) for specific Q1 2026 financial results and non-GAAP reconciliations.
- Verify the "total adjusted capital" and other statutory measures against filings with the Michigan Department of Insurance and Financial Services.
- Consult the Form 10-K for the year ended December 31, 2025, for detailed risk factors referenced in the Safe Harbor statement.
- Monitor the company's investor relations website and social media channels for additional material disclosures.