Jackson Financial Inc. (NYSE:JXN) Q1 2023 Earnings Conference Call May 10, 2023 9:00 AM ET Company Participants Liz Werner - Vice President & Head of Investor Relations Laura Prieskorn - President & Chief Executive Officer Marcia Wadsten - Executive Vice President & Chief Financial Officer Steve Binioris - Head-Asset Liability Management & Chief Actuary Scott Romine - President-Jackson National Life Distributors Conference Call Participants Alex Scott - Goldman Sachs Erik Bass - Autonomous Suneet Kamath - J ...

23 Statutory – Regional Bank Exposure1 March 31, 2023 Regional Banks with <$250B in Total Assets Key Highlights • No exposure to AT1 securities and only $4.5 million of subordinate, hybrid or preferred securities in the banking sector along with another $17.2 million in non-banking financial services Regional Banks with $250-$700B in Total Assets 144.6 | --- | --- | --- | --- | |-----------------|-------|-------|--------------------------------------------------------| | | | | | | ($ millions) | | • | Limit ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-40274 Jackson Financial Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporat ...

Jackson Financial Inc. (NYSE:JXN) Q4 2022 Earnings Conference Call March 1, 2023 10:00 AM ET Company Participants Liz Werner - Head, IR Laura Prieskorn - CEO, President & Director Marcia Wadsten - EVP & CFO Steve Binioris - Head of ALM and Chief Actuary Scott Romine - President of Jackson National Life Distributors Craig Smith - President and Chief Investment Officer, PPM Conference Call Participants Tom Gallagher - Evercore ISI Alex Scott - Goldman Sachs Ryan Krueger - Stifel Erik Bass - Autonomous Daniel ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-40274 Jackson Financial Inc. (Exact name of registrant as specified in its charter) Delaware 98-0486152 (State or other jurisdictio ...

Jackson Financial Inc. (NYSE:JXN) Q3 2022 Earnings Conference Call November 10, 2022 10:00 AM ET Company Participants Liz Werner - Head, IR Laura Prieskorn - CEO, President & Director Marcia Wadsten - EVP & CFO Steve Binioris - Head of ALM and Chief Actuary Conference Call Participants Suneet Kamath - Jefferies Nigel Dally - Morgan Stanley Tom Gallagher - Evercore ISI Erik Bass - Autonomous Alex Scott - Goldman Sachs Ryan Krueger - Stifel Operator Hello, and welcome to the Jackson Financial, Inc. Third Quar ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-40274 Jackson Financial Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorp ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to _____ Commission File Number: 001-40274 Jackson Financial Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporati ...

Jackson Financial, Inc. (NYSE:JXN) Q2 2022 Earnings Conference Call August 10, 2022 10:00 AM ET Company Participants Liz Werner - Head, IR Laura Prieskorn - CEO, President & Director Marcia Wadsten - EVP & CFO Conference Call Participants Suneet Kamath - Jefferies Alexander Scott - Goldman Sachs Erik Bass - Autonomous Research Operator Good morning, and welcome to the Jackson Financial Inc. 2Q 2022 Earnings Call. My name is Lauren, and I’ll be coordinating your call today. [Operator Instructions]. I would n ...

Jackson Financial Inc. First Quarter 2022 Financial Results May 11, 2022 Forward-Looking Statements and Non-GAAP Measures This document may contain certain statements, other than those relating to historical facts, that constitute "forward-looking statements." Forward-looking statements can generally be identified by their use of terms such as "anticipate," "estimate," "believe," "expect," "could," "forecast," "may," "intend," "plan," "predict," "project", "will" or "would" and similar terms and phrases, in ...