---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-23-001026"
form_type: "8-K"
ticker: "FG"
cik: "0001934850"
company_name: "F&G Annuities & Life, Inc."
filed_at: "2023-01-13T23:59:59+00:00"
generated_at: "2026-06-20T15:38:05.935821+00:00"
event_type: "debt"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# F&G issues $500M of 7.400% Senior Notes due 2028

## Summary
- Issued $500 million aggregate principal of 7.400% senior notes due January 13, 2028.
- Interest payable semi-annually at 7.400% per year, beginning July 13, 2023.
- Before Dec 13, 2027, callable at make-whole premium of 50 bps; after callable at par.
- Upon change of control, must offer to repurchase notes at 101% of principal plus accrued interest.
- Proceeds for general corporate purposes, including growth of AUM and future liquidity needs.

## SEC filing metadata
- accession: 0001628280-23-001026
- form_type: 8-K
- ticker: FG
- cik: 0001934850
- company_name: F&G Annuities & Life, Inc.
- filed_at: 2023-01-13T23:59:59+00:00
- event_type: debt
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 1.01, 2.03, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1934850/000162828023001026/0001628280-23-001026-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1934850/000162828023001026/fgannuitieslifeinc8-kx11323.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-23-001026
- JSON: https://secwatch.observer/filing/0001628280-23-001026.json
- Plain text: https://secwatch.observer/filing/0001628280-23-001026.txt

## Key facts
- Debt Financings
  F&G Annuities & Life, Inc. incurred senior notes of $500 million aggregate principal amount with Citibank, N.A., as trustee at 7.400% per year maturing January 13, 2028.
  - Instrument: senior notes
  - Principal: $500 million aggregate principal amount
  - Counterparty: Citibank, N.A., as trustee
  - Rate: 7.400% per year
  - Maturity: January 13, 2028
  - Event: incurrence
  source text: On January 13, 2023, F&G Annuities & Life, Inc., a Delaware corporation (“F&G”), completed the issuance and sale of $500 million aggregate principal amount of its 7.400% Senior Notes due 2028 (the “Notes”).
  evidence_url: https://www.sec.gov/Archives/edgar/data/1934850/000162828023001026/0001628280-23-001026-index.htm
- Material Agreements
  F&G Annuities & Life, Inc. entered into Indenture with Citibank, N.A., as trustee valued at $500 million (effective 2023-01-13).
  - Action: entry
  - Agreement: notes offering
  - Counterparty: Citibank, N.A., as trustee
  - Value: $500 million
  - Effective: 2023-01-13
  source text: The Notes were issued pursuant to an indenture, dated as of January 13, 2023 (the “Base Indenture”), as supplemented by a supplemental indenture, dated as of January 13, 2023 (together with the Base Indenture, the “Indenture”), among F&G, the Guarantors and Citibank, N.A., as trustee
  evidence_url: https://www.sec.gov/Archives/edgar/data/1934850/000162828023001026/0001628280-23-001026-index.htm
- Material Agreements
  F&G Annuities & Life, Inc. entered into Registration Rights Agreement with BofA Securities, Inc., J.P. Morgan Securities LLC and RBC Capital Markets, LLC, as representatives of the initial purchasers (effective 2023-01-13).
  - Action: entry
  - Counterparty: BofA Securities, Inc., J.P. Morgan Securities LLC and RBC Capital Markets, LLC, as representatives of the initial purchasers
  - Effective: 2023-01-13
  source text: In connection with the issuance of the Notes, F&G entered into a registration rights agreement with respect to the Notes, dated as of January 13, 2023 (the “Registration Rights Agreement”), among F&G, the Guarantors and BofA Securities, Inc., J.P. Morgan Securities LLC and RBC Capital Markets, LLC, as representatives of the initial purchasers.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1934850/000162828023001026/0001628280-23-001026-index.htm

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