Results of Operations and Financial Condition. On August 3, 2026, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its second quarter ended June 30, 2026. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be de…

CEO and President — Laura L. Prieskorn: Laura L. Prieskorn is retiring as CEO and President, succeeded by Don W. Cummings.

Entry into a Material Definitive Agreement for information regarding the Credit Agreement entered June 30, 2026. SAFE HARBOR The information in this report contains forward-looking statements about future events and circumstances and their effects upon revenues, expenses and business opportunities. Generally speaking, any statement in this report not based upon historical fact is a forward-looking statement. Forward-looking statements can also be identified by the use of forward-looking or co…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. See

Director — Gregory T. Durant: Resigned due to health reasons.

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. 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”). The Senior Notes will mature on January 15, 2037. Interest on the Senior Notes accrues at the rate of 6.150% per annum and is payable semi-annually on January 15 and July 15 of each year, commencing July 15, 2026. Prior…

Results of Operations and Financial Condition. On May 5, 2026, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its first quarter ended March 31, 2026. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deeme…

President and Chief Executive Officer of PPM America, Inc. — Christopher A. Raub: Christopher A. Raub was promoted to President and Chief Executive Officer of PPM America, Inc.

Other Events. On March 27, 2026, Jackson Financial Inc. (the “Company” or “JFI”) filed with the U.S. Securities and Exchange Commission (the “SEC”), a prospectus supplement (the “Prospectus Supplement”) relating to the resale of up to 4,715,554 shares of JFI’s common stock, $0.01 par value per share (the “Shares”), by the selling securityholder identified in the Prospectus Supplement, or any of its pledgees, donees, assignees and successors-in-interest, or collectively, the permitted transfer…

Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. On March 19, 2026 (the “Closing Date”), pursuant to separate Purchase Agreements among Jackson Financial Inc. (the “Company”), BofA Securities, Inc., Goldman Sachs & Co. LLC, Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the several initial purchasers, and the Trusts (as defined herein), (i) Grand River Funding Trust I, a Delaware statutory trust…

Results of Operations and Financial Condition. On February 18, 2026, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and year ended December 31, 2025. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, no…

above, JBLLC will own a common stock equity investment in TPG, and Buyer will own a common stock equity investment in the Company. The Investment Agreement provides for, among other things: certain restrictions on Buyer’s acquisition and disposition of Company Common Stock, including an ownership ceiling of 9.9% of the outstanding Common Stock; a two-year minimum hold period of the Buyer’s initial investment position in Common Stock; commencing two years after the Closing, a limitation on Buy…

Results of Operations and Financial Condition. On November 4, 2025, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its third quarter ended September 30, 2025. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it…

President and CEO — Craig D. Smith: Craig D. Smith is retiring and transitioning responsibilities to Christopher A. Raub.

Executive — Scott Romine: The filing discloses the separation of a senior executive from a subsidiary under a standard severance plan, representing a genuine departure but with an orderly, compensated exit.

Results of Operations and Financial Condition. On August 5, 2025, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its second quarter ended June 30, 2025. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be de…

Results of Operations and Financial Condition. On May 7 2025, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its first quarter ended March 31, 2025. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deemed…

President — Christopher A. Raub: The filing discloses the internal promotion of a long-tenured executive to President of the main operating subsidiary, accompanied by the appointment of a successor to his previous CRO role.

Results of Operations and Financial Condition. On February 19, 2025, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its fourth quarter and year ended December 31, 2024. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, no…

Results of Operations and Financial Condition. On November 6, 2024, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its third quarter ended September 30, 2024. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it…

Results of Operations and Financial Condition. On August 7, 2024, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its second quarter ended June 30, 2024. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be de…

CFO — Marcia Wadsten: The CFO is retiring with a named internal successor (Don W. Cummings) and a transition plan, indicating an orderly succession rather than a sudden loss of leadership.

Results of Operations and Financial Condition. On May 8, 2024, Jackson Financial Inc. (the “Company”) issued a press release announcing its financial results for its first quarter ended March 31, 2024. A copy is furnished as Exhibit 99.1 to this report. The information in this Item (including Exhibit 99.1) shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section, nor shall it be deeme…