---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-074038"
form_type: "8-K"
ticker: "JXN"
cik: "0001822993"
company_name: "Jackson Financial Inc."
filed_at: "2026-06-15T20:16:06+00:00"
generated_at: "2026-06-15T20:27:27.555087+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Jackson Financial issues $750M 6.150% Senior Notes due 2037

## Summary
- $750M 6.150% Senior Notes due 2037 issued; interest payable semi-annually Jan 15/Jul 15.
- Net proceeds for general corporate purposes; may repay $400M 5.170% notes due 2027 and/or $250M surplus notes due 2027.
- Notes unsecured; redeemable at par after Oct 15, 2036; make-whole at Treasury+25bps prior.
- Underwriters include Deutsche Bank, BNP Paribas, J.P. Morgan, SC America.

## SEC filing metadata
- accession: 0001104659-26-074038
- form_type: 8-K
- ticker: JXN
- cik: 0001822993
- company_name: Jackson Financial Inc.
- filed_at: 2026-06-15T20:16:06+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1822993/000110465926074038/0001104659-26-074038-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1822993/000110465926074038/tm2616971d4_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-074038
- JSON: https://secwatch.observer/filing/0001104659-26-074038.json
- Plain text: https://secwatch.observer/filing/0001104659-26-074038.txt

## Key facts
- Debt Financings
  Jackson Financial Inc. incurred senior notes of $750 million with The Bank of New York Mellon Trust Company, N.A., as Trustee at 6.150% per annum maturing January 15, 2037.
  - Instrument: senior notes
  - Principal: $750 million
  - Counterparty: The Bank of New York Mellon Trust Company, N.A., as Trustee
  - Rate: 6.150% per annum
  - Maturity: January 15, 2037
  - Event: incurrence
  source text: On June 15, 2026, Jackson Financial Inc. (the “Company”) issued $750 million aggregate principal amount of its 6.150% Senior Notes due 2037 (the “Senior Notes”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1822993/000110465926074038/0001104659-26-074038-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.
