Other Information .
−Removed: Executive Officer Change
−Removed: Scott Romine’s employment as President and CEO of Jackson National Life Distributors LLC ("JNLD"), the marketing and distribution arm of Jackson National Life Insurance Company, terminated on August 5, 2025.
−Removed: A separation arrangement is expected to be entered into with Mr.
−Removed: Romine in connection with his separation from the Company.
−Removed: Alison Reed, Chief Product Development and Strategy Execution Officer of JNLD, will serve as an interim replacement until a permanent successor is identified.
Stock Trading Plans
−Removed: During the three months ended June 30, 2025, other than what was disclosed in our last Quarterly Report on Form 10-Q, none of our Section 16 officers or JFI directors adopted or terminated any contract, instruction or written plan for the purchase or sale of Jackson Financial’s securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act or any "non-Rule 10b5-1 trading arrangement" (as defined in Section 408(c) of Regulations S-K).
+Added: During the three months ended September 30, 2025, none of our Section 16 officers or JFI directors adopted or terminated any contract, instruction or written plan for the purchase or sale of Jackson Financial’s securities that was intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act or any "non-Rule 10b5-1 trading arrangement" (as defined in Item 408(c) of Regulation S-K).
The following documents are filed as exhibits hereto:
Number Description
−Removed: Form of 2025 Notice of Award of Restricted Share Units and 2025 Director Restricted Share Unit Agreement (annual equity retainer) between Jackson Financial Inc.
−Removed: and each of Lily Fu Claffee, Gregory T.
−Removed: Durant, Steven A.
−Removed: Kandarian, Derek G.
−Removed: Kirkland, Drew Lawton, Martin J.
−Removed: Lippert, Russell G.
−Removed: Noles, and Esta E.
−Removed: Form of 2025 Notice of Award of Restricted Share Units and 2025 Director Restricted Share Unit s Agreement (annual equity in lieu of cash retainer) between Jackson Financial Inc.
−Removed: and each of Lily Fu Claffee, Martin J.
−Removed: Lippert, Russell G.
−Removed: Noles, and Esta E.
−Removed: Form of Notice of Award of Restricted Share Units and 2025 Restricted Share Unit Award Agreement ( Mid-Cycle ) between Jackson Financial Inc.
−Removed: and Christopher Raub .
−Removed: Form of Notice of Award of Pe rformance Units and 2025 Performance Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc.
−Removed: and Christopher Raub.
+Added: Separation Agreement, dated August 14, 2025, by and between Scott Romine and Jackson National Life Distributors, LLC.
+Added: Retirement Agreement, dated October 7, 2025, by and between Marcia Wadsten and Jackson National Life Insurance Company.
+Added: Jackson Financial Inc.
+Added: Insider Trading Policy (September 17, 2025) .**
31.1* Certification of the Chief Executive Officer pursuant to Rule 13a-14(a) of the Securities Exchange Act of 1934, as amended, as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
4 unchanged sentences
Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
+Added: 99.1* Jackson Financial Inc.
+Added: Compensation Clawback Policy (September 17, 2025).
101.INS* Inline XBRL Instance Document – The instance document does not appear in the interactive data file because its XBRL tags are embedded within the Inline XBRL document
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† Identifies each management contract or compensatory plan or arrangement.
+Added: ** Reflect ministerial amendments approved on September 17, 2025, to the Policy that was filed previously with our annual report on Form 10-K for the year ended December 31, 2024 (filed with the SEC on February 26, 2025).
Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized.
JACKSON FINANCIAL INC.
−Removed: August 5, 2025
+Added: November 4, 2025
Executive Vice President and
2 unchanged sentences
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.