---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-079925"
form_type: "8-K"
ticker: "JXN"
cik: "0001822993"
company_name: "Jackson Financial Inc."
filed_at: "2026-07-01T21:23:01+00:00"
generated_at: "2026-07-01T21:24:37.468625+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Jackson Financial enters $1.25B revolving credit facility replacing $1B 2023 facility

## Summary
- New $1.25B revolving credit agreement dated June 30, 2026; $500M sub-limit for letters of credit.
- Facility matures June 30, 2031 with two one-year extension options; replaces $1B 2023 facility due Feb 2028.
- Interest: Term SOFR + 1.125%-1.875% or Base Rate + 0.125%-0.875% based on credit ratings.
- Financial maintenance covenants: min adjusted net worth ≥65% of Mar 31, 2026 level plus 50% of equity issuances; max debt-to-capital ≤35%.
- Proceeds for working capital and general corporate purposes; accordion feature to increase commitments by up to $500M.

## SEC filing metadata
- accession: 0001104659-26-079925
- form_type: 8-K
- ticker: JXN
- cik: 0001822993
- company_name: Jackson Financial Inc.
- filed_at: 2026-07-01T21:23:01+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1822993/000110465926079925/0001104659-26-079925-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1822993/000110465926079925/tm2618572d2_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-079925
- JSON: https://secwatch.observer/filing/0001104659-26-079925.json
- Plain text: https://secwatch.observer/filing/0001104659-26-079925.txt

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