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Jackson Financial Inc. (JXN) Material Contracts

Jackson Financial Inc. Material Contracts

Every material contract the company filed as Exhibit 10 (executive pay plans, credit agreements, supplier and indemnity agreements), newest first, with the filing's own description.

  • 2026-08-03: Form 10-Q; Exhibit 10.7; Description Form of Notice of Award of Restricted Share Units and Director Restricted Share Unit Agreement (annual equity in lieu of cash retainer) between Jackson Financial Inc. and certain of its directors..
  • 2026-08-03: Form 10-Q; Exhibit 10.6; Description Form of Notice of Award of Restricted Share Units and Director Restricted Share Unit Agreement (annual equity retainer) between Jackson Financial Inc. and certain of its directors..
  • 2026-08-03: Form 10-Q; Exhibit 10.5; Description Offer Letter Agreement, executed July 17, 2026, by and between Laura Prieskorn and Jackson National Life Insurance Company..
  • 2026-08-03: Form 10-Q; Exhibit 10.4; Description Offer Letter Agreement, executed July 17, 2026, by and between Brian Walta and Jackson National Life Insurance Company..
FiledFormExhibitDescription
2026-08-0310-Q10.7Form of Notice of Award of Restricted Share Units and Director Restricted Share Unit Agreement (annual equity in lieu of cash retainer) between Jackson Financial Inc. and certain of its directors.
2026-08-0310-Q10.6Form of Notice of Award of Restricted Share Units and Director Restricted Share Unit Agreement (annual equity retainer) between Jackson Financial Inc. and certain of its directors.
2026-08-0310-Q10.5Offer Letter Agreement, executed July 17, 2026, by and between Laura Prieskorn and Jackson National Life Insurance Company.
2026-08-0310-Q10.4Offer Letter Agreement, executed July 17, 2026, by and between Brian Walta and Jackson National Life Insurance Company.
2026-08-0310-Q10.3Offer Letter Agreement, executed July 17, 2026, by and between Don Cummings and Jackson National Life Insurance Company.
2026-08-0310-Q10.2PPM America, Inc. Performance Incentive Award Plan, effective April 13, 2018.
2026-07-018-K10.1Revolving Credit Agreement, dated as of June 30, 2026, among Jackson Financial Inc., the Subsidiary Account Parties, as additional obligors, the Banks party thereto, and Wells Fargo Bank, National Association, as Administrative Agent.
2026-05-0510-Q10.3Offer Letter Agreement, dated April 8, 2026, by and between Christopher (Chris) Raub and Jackson National Life Insurance Company.
2026-05-0510-Q10.2Form of 2026 Notice of Award of Performance Units and 2026 Performance Unit Award Agreement between Jackson Financial Inc. and each of Carrie L. Chelko, Don W. Cummings, Laura L. Prieskorn and Christopher A. Raub.
2026-05-0510-Q10.1Form of 2026 Notice of Award of Restricted Share Units and 2026 Restricted Share Unit Award Agreement between Jackson Financial Inc. and each of Carrie L. Chelko, Don W. Cummings, Laura L. Prieskorn and Christopher A. Raub.
2026-02-2410-K10.8Retirement Agreement, dated January 20, 2026, by and between Craig Smith and PPM America, Inc.
2025-11-0410-Q10.2Retirement Agreement, dated October 7, 2025, by and between Marcia Wadsten and Jackson National Life Insurance Company.
2025-11-0410-Q10.1Separation Agreement, dated August 14, 2025, by and between Scott Romine and Jackson National Life Distributors, LLC.
2025-08-0510-Q10.4Form of Notice of Award of Performance Units and 2025 Performance Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc. and Christopher Raub.
2025-08-0510-Q10.3Form of Notice of Award of Restricted Share Units and 2025 Restricted Share Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc. and Christopher Raub.
2025-08-0510-Q10.2Form of 2025 Notice of Award of Restricted Share Units and 2025 Director Restricted Share Units Agreement (annual equity in lieu of cash retainer) between Jackson Financial Inc. and each of Lily Fu Claffee, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher.
2025-08-0510-Q10.1Form of 2025 Notice of Award of Restricted Share Units and 2025 Director Restricted Share Unit Agreement (annual equity retainer) between Jackson Financial Inc. and each of Lily Fu Claffee, Gregory T. Durant, Steven A. Kandarian, Derek G. Kirkland, Drew Lawton, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher.
2025-05-0710-Q10.3Offer Letter Agreement, dated and signed April 7, 2025, by and between Christopher Raub and Jackson National Life Insurance Company.
2025-05-0710-Q10.2Form of Notice of Award of Performance Units and 2025 Performance Unit Award Agreement between Jackson Financial Inc. and each of Carrie L. Chelko, Don W. Cummings, Laura L. Prieskorn, Scott E. Romine and Craig D. Smith.
2025-05-0710-Q10.1Form of Notice of Award of Restricted Share Units and 2025 Restricted Share Unit Award Agreement between Jackson Financial Inc. and each of Carrie L. Chelko, Don W. Cummings, Laura L. Prieskorn, Scott E. Romine and Craig D. Smith.
2025-02-2610-K10.39Form of Amendment to All Outstanding Performance Share Unit Award Agreements and All Outstanding Restricted Share Award Agreements (relating to agreements provided between January 1, 2022 through December 31, 2024) (regarding share delivery process upon death).
2024-11-0610-Q10.2Form of 2024 Notice of Award of Performance Share Units and 2024 Performance Share Unit Agreement (Mid-Cycle) between Jackson Financial Inc. and each of Craig Anderson and Don Cummings.
2024-11-0610-Q10.1Form of 2024 Notice of Award of Restricted Share Units and 2024 Restricted Share Unit Agreement (Mid-Cycle) between Jackson Financial Inc. and each of Craig Anderson and Don Cummings.
2024-08-0710-Q10.5Offer Letter Agreement, dated May 23, 2024 and signed May 28, 2024, by and between Marcia Wadsten and Jackson National Life Insurance Company.
2024-08-0710-Q10.4Offer Letter Agreement, dated May 23, 2024 and signed May 24, 2024, by and between Don Cummings and Jackson National Life Insurance Company.
2024-08-0710-Q10.3Offer Letter Agreement, dated and signed May 23, 2024, by and between Craig Anderson and Jackson National Life Insurance Company.
2024-08-0710-Q10.2Form of 2024 Notice of Award of Restricted Share Units and 2024 Director Restricted Share Units Agreement (annual equity in lieu of cash retainer) between Jackson Financial Inc. and each of Lily Fu Claffee, Derek G. Kirkland, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher.
2024-08-0710-Q10.1Form of 2024 Notice of Award of Restricted Share Units and 2024 Director Restricted Share Unit Agreement (annual equity retainer) between Jackson Financial Inc. and each of Lily Fu Claffee, Gregory T. Durant, Steven A. Kandarian, Derek G. Kirkland, Drew Lawton, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher.
2024-05-0810-Q10.3Notice of Award of Restricted Share Units Retention Award and 2024 Restricted Share Unit Award Agreement Retention Award between Jackson Financial Inc. and Don W. Cummings.
2024-05-0810-Q10.2Form of Notice of Award of Performance Units and 2024 Performance Unit Award Agreement between Jackson Financial Inc. and each of Carrie L. Chelko, Laura L. Prieskorn, Scott E. Romine, Craig D. Smith and Marcia L. Wadsten.
2024-05-0810-Q10.1Form of Notice of Award of Restricted Share Units and 2024 Restricted Share Unit Award Agreement between Jackson Financial Inc. and each of Carrie L. Chelko, Laura L. Prieskorn, Scott E. Romine, Craig D. Smith and Marcia L. Wadsten.
2023-11-0810-Q10.2Notice of Award of Performance Units and 2023 Performance Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc. and Christopher Raub.
2023-11-0810-Q10.1Notice of Award of Restricted Share Units and 2023 Restricted Share Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc. and Christopher Raub.
2023-08-0810-Q10.2Form of 2023 Notice of Award of Restricted Share Units and 2023 Director Restricted Share Units Agreement (annual equity in lieu of cash retainer) between Jackson Financial Inc. and each of Lily Fu Claffee, Martin J. Lippert and Esta E. Stecher.
2023-08-0810-Q10.1Form of 2023 Notice of Award of Restricted Share Units and 2023 Director Restricted Share Unit Agreement (annual equity retainer) between Jackson Financial Inc. and each of Lily Fu Claffee, Gregory T. Durant, Steven A. Kandarian, Derek G. Kirkland, Drew Lawton, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher.
2023-05-0910-Q10.5Uncommitted Money Market Line of Credit Agreement, dated as of April 6, 2023 by and among Jackson Financial Inc., Jackson National Life Insurance Company and SOCIÉTÉ GÉNÉRALE.
2023-05-0910-Q10.1Notice and 2023 Restricted Share Unit Award Agreement, between Jackson Financial Inc. and Don W. Cummings.
2023-03-0110-K10.12Letter Agreement, executed December 29, 2022, by and between P. Chadwick Myers and Jackson National Life Insurance Company.
2023-03-0110-K10.8Revolving Credit Agreement, dated as of February 24, 2023, among Jackson Financial Inc., the Subsidiary Account Parties, as additional obligors, the banks party thereto and Bank of America, N.A., as Administrative Agent.
2022-11-1010-Q10.1Jackson Financial Inc. Severance Plan.
2022-08-1010-Q10.4Form of Notice of Director Restricted Share Units and 2022 Director Restricted Share Units Agreement (equity in lieu of cash retainer) between Jackson Financial Inc. and Lily Fu Claffee, Martin J. Lippert, and Esta E. Stecher.
2022-08-1010-Q10.3Form of Notice of Director Restricted Share Units and 2022 Director Restricted Share Units Agreement (annual equity retainer) between Jackson Financial Inc. and Lily Fu Claffee, Gregory T. Durant, Steven A. Kandarian, Drew Lawton, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher.
2022-08-1010-Q10.2Form of Notice of Award of Director Restricted Shares and 2022 Director Restricted Shares Award Agreement (equity in lieu of cash retainer) between Jackson Financial Inc. and Derek G. Kirkland.
2022-08-1010-Q10.1Form of Notice of Award of Restricted Shares and 2022 Director Restricted Shares Award Agreement (annual equity retainer) between Jackson Financial Inc. and Derek G. Kirkland.
2022-05-1110-Q10.132022 Amended and Restated Performance Unit Award Agreement (including Notice of Award of Performance Units that are share settled) between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, Scott E. Romine, Craig D. Smith and Marcia L. Wadsten.
2022-05-1110-Q10.122022 Performance Unit Award Agreement (including Notice of Award of Performance Units that are share settled) between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, Scott E. Romine, Craig D. Smith and Marcia L. Wadsten.
2022-05-1110-Q10.112022 Restricted Share Unit Award Agreement (including Notice of Award of Restricted Share Units that are share settled) between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, Scott E. Romine, Craig D. Smith and Marcia L. Wadsten.
2022-05-1110-Q10.102021 2020 Form of Equity Award Exchange Notice and the 2020 PRUDENTIAL PLC LONG TERM INCENTIVE PLAN AWARD CERTIFICATE (converted to performance share units, share settled) for Scott E. Romine.
2022-05-1110-Q10.92021 Form of Equity Award Exchange Notice and the 2019 PRUDENTIAL PLC LONG TERM INCENTIVE PLAN AWARD CERTIFICATE (converted to performance share units, and share settled) for Scott E. Romine.
2022-03-148-K10.1Class A Common Stock Repurchase Agreement, dated March 12, 2022 between Jackson Financial Inc. and Athene Co-Invest Reinsurance Affiliate 1A Ltd.
2022-03-0710-K10.402021 Director Restricted Share Unit Agreement - Founders Award and notice of grant between Jackson Financial Inc. and Steven A Kandarian, dated December 24, 2021.
2022-03-0710-K10.39Equity Award Exchange Notice and the 2020 PRUDENTIAL PLC LONG TERM INCENTIVE PLAN AWARD CERTIFICATE (converted to performance share units) between Jackson Financial Inc. and Marcia Wadsten, dated November 16, 2021.
2022-03-0710-K10.38Form of Equity Award Exchange Notice and the 2020 PRUDENTIAL PLC LONG TERM INCENTIVE PLAN AWARD CERTIFICATE (converted to performance share units) between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, and Craig D. Smith, with a grant date of October 4, 2021.
2022-03-0710-K10.37Equity Award Exchange Notice and the 2019 PRUDENTIAL PLC LONG TERM INCENTIVE PLAN AWARD CERTIFICATE (converted to performance share units) between Jackson Financial Inc. and Marcia Wadsten, dated November 16, 2021.
2022-03-0710-K10.36Form of Equity Award Exchange Notice and the 2019 PRUDENTIAL PLC LONG TERM INCENTIVE PLAN AWARD CERTIFICATE (converted to performance share units) between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, and Craig D. Smith, with a grant date of October 4, 2021.
2022-03-0710-K10.35Form of Equity Award Exchange Notice and the PRUDENTIAL PLC Restricted Stock Plan 2015 U.S. Award Certificate (Project Scott) (converted to restricted share units) between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, and Marcia L. Wadsten, with a grant date of October 4, 2021.
2022-03-0710-K10.34Form of the 2021 Director Restricted Share Unit Agreement - Founders Award and notice of grant between Jackson Financial Inc. and Lily Fu Claffee, Gregory T. Durant, Drew E. Lawton, Martin J. Lippert, and Esta E. Stecher, with a grant date of October 4, 2021.
2022-03-0710-K10.33Form of the 2021 Director Restricted Shares Award Agreement - Founders Award and notice of grant between Jackson Financial Inc. and Derek G. Kirkland and Russell G. Noles, with a grant date of October 4, 2021.
2022-03-0710-K10.32Form of the 2021 Converted Cash Retainer Director Restricted Shares Award Agreement and notice of grant (annual equity in lieu of cash retainer October 1, 2021-May 31, 2022) between Jackson Financial Inc. and Russell G. Noles and Derek G. Kirkland, with a grant date of October 4, 2021.
2022-03-0710-K10.31Form of the 2021 Director Restricted Shares Award Agreement and notice of grant (annual equity retainer October 1, 2021-May 31, 2022) between Jackson Financial Inc. and Derek G. Kirkland and Russell G. Noles, with a grant date of October 4, 2021
2022-03-0710-K10.30Form of the 2021 Director Restricted Share Unit Agreement and notice of grant (annual equity retainer) between Jackson Financial Inc. and Lily Fu Claffee, Gregory T. Durant, Steven A. Kandarian, Derek G. Kirkland, Drew E. Lawton, Martin J. Lippert, Russell G. Noles, and Esta E. Stecher, with a grant date of October 4, 2021
2022-03-0710-K10.29Form of the 2021 Director Restricted Share Unit Agreement and notice of grant (annual equity in lieu of cash retainer) between Jackson Financial Inc. and Lily Fu Claffee, Martin J. Lippert and Esta E. Stecher, with a grant date of October 4, 2021.
2022-03-0710-K10.28Form of Notice and the 2021 Founder’s Award Restricted Share Unit Award Agreement between Jackson Financial Inc. and Laura L. Prieskorn and Marcia L. Wadsten, with a grant date of October 4, 2021.
2022-03-0710-K10.27Form of Notice and the 2021 Celebration Award Restricted Share Unit Award Agreement between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, Craig D. Smith, and Marcia L. Wadsten, with a grant date of October 4, 2021.
2022-03-0710-K10.26Form of Notice and the 2021 Restricted Share Unit Award Agreement between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, Craig D. Smith, and Marcia L. Wadsten, with a grant date of October 4, 2021.
2022-03-0710-K10.25Form of Notice and the 2021 Performance Unit Award Agreement between Jackson Financial Inc. and P. Chad Myers, Laura L. Prieskorn, Craig D. Smith, and Marcia L. Wadsten, with a grant date of October 4, 2021.
2022-02-098-K10.1Separation Agreement, effective February 3, 2022, between Aimee DeCamillo and Jackson National Life Insurance Company
2021-12-138-K10.2Class A Common Stock Repurchase Agreement, dated December 11, 2021 between Jackson Financial Inc. and Athene Co-Invest Reinsurance Affiliate 1A Ltd.
2021-12-138-K10.1Class A Common Stock Repurchase Agreement, dated December 11, 2021 between Jackson Financial Inc. and Prudential plc
2021-11-238-K10.1Registration Rights Agreement dated November 23, 2021 between Jackson Financial Inc. and Citigroup Global Markets Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC, as representatives of the initial purchasers named therein.
2021-08-068-K10.2Letter Agreement by and among Prudential plc, Jackson Financial Inc. and Athene Co-Invest Reinsurance Affiliate 1A Ltd., dated as of August 6, 2021.
2021-08-068-K10.1Registration Rights Agreement, among Jackson Financial Inc., Prudential plc and Athene Co-Invest Reinsurance Affiliate 1A Ltd., dated as of August 6, 2021.

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