Jackson Financial Inc.: management transactions · United States · SEC (Form 4)

About Jackson Financial Inc.

Jackson Financial Inc. is a U.S.-based insurance and retirement company listed on the NYSE under the ticker JXN in the United States. For French-speaking investors, the company is best understood as a focused retirement-solutions franchise rather than a broad diversified financial conglomerate. Its business model is built around collecting long-duration retirement savings and converting those assets into protected income streams and retirement benefits over time. The group operates primarily through Jackson National Life Insurance Company, supported by affiliated investment and distribution capabilities. Jackson’s modern corporate history is tied to the separation of Prudential plc’s U.S. operations. The company completed its demerger and became an independent public company in September 2021, and its shares began regular-way trading on the NYSE shortly thereafter. At the same time, the operating roots are much older: Jackson National Life Insurance Company was founded in 1961 in Jackson, Michigan. Today, Jackson Financial’s headquarters are in Lansing, Michigan, which reflects its long-standing Midwestern U.S. base. The company’s core business is retirement income and annuity products. Its main product lines include variable annuities, registered index-linked annuities (RILAs), fixed annuities, fixed indexed annuities, and fee-based/advisory annuity solutions. These products are designed for customers seeking tax-deferred growth potential, downside protection, and retirement income certainty. Jackson also offers protection-oriented life insurance products through its insurance platform, while its in-house asset-management capabilities, including PPM America, help support investment performance and spread-based economics. From a competitive perspective, Jackson is one of the better-known U.S. retirement annuity specialists. Its market position is supported by a broad distribution network, strong relationships with financial professionals, and a product set that has evolved toward more diversified retirement solutions. The company is primarily exposed to the United States market, where retirement demand, aging demographics, and the shift toward protected income products underpin the long-term opportunity. Recent developments have been constructive. In the fourth quarter of 2025, Jackson reported record retail annuity sales, with particularly strong momentum in RILAs and new offerings such as Jackson Income Assurance. In 2025, the company also announced a long-term strategic partnership with TPG, intended to enhance its spread-based growth capacity and diversify the business. Management highlighted a strong capital position, including a robust RBC ratio, and increased the common dividend in early 2026. For equity investors, Jackson represents a specialized U.S. insurance name with meaningful exposure to retirement savings, disciplined capital return, and ongoing product innovation in the annuity market.