Jackson Financial Inc. Contracts & Agreements

64 Contracts & Agreements
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Form of Amendment to All Outstanding Performance Share Unit Award Agreements and All Outstanding Restricted Share Award Agreements (relating to agreements provided between January...
Jackson Financial Inc.
Diversified Financial Services
2025
Description of Registrant's Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as amended
Jackson Financial Inc.
Diversified Financial Services
2025
Form 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...
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Form 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....
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Notice 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
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Form 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....
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Form 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,...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2024
Description of Registrants Securities Registered Pursuant to Section 12 of the Securities Exchange Act of 1934, as amended
Jackson Financial Inc.
Diversified Financial Services
2024
Notice of Award of Performance Units and 2023 Performance Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc. and Christopher Raub
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2023
Notice of Award of Restricted Share Units and 2023 Restricted Share Unit Award Agreement (Mid-Cycle) between Jackson Financial Inc. and Christopher Raub
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2023
Form 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....
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2023
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2023
Notice and 202
Jackson Financial Inc.
Diversified Financial Services
MI
2023
Uncommitted Money Market Line of Credit Agreement, dated as of April 6, 2023 by and among Jackson Financial Inc., Jackson National Life Insurance Company and SOCIT GNRALE
Credit Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2023
Deposit Agreement, dated as of March 13, 2023, among the Company, Equiniti Trust Company, as depositary, and the holders from time to time of the depositary receipts described...
Deposit Agreements
Jackson Financial Inc.
Diversified Financial Services
DE
2023
Underwriting Agreement dated March 6, 2023, between Jackson Financial Inc. and Wells Fargo Securities, LLC, BofA Securities, Inc., J.P. Morgan Securities LLC and Morgan Stanley &...
Underwriting Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2023
Letter Agreement, executed December 29, 2022
Jackson Financial Inc.
Diversified Financial Services
2023
Revolving 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...
Credit Agreements
Jackson Financial Inc.
Diversified Financial Services
DE
2023
Description of Registrants Securities Pursuant to Section 12 of the Securities Exchange Act of 1934, as amended
Jackson Financial Inc.
Diversified Financial Services
2023
Jackson Financial Inc. Severance Plan
Severance Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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,...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Fifth Supplemental Indenture dated as of June 8, between Jackson Financial Inc. and The Bank of New York Mellon Trust Company, N.A., as Trustee, relating to the 2032 Notes
Indenture Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2022
Fourth Supplemental Indenture dated as of June 8, 2022, between Jackson Financial Inc. and The Bank of New York Mellon Trust Company, N.A., as Trustee, relating to the 2027 Notes
Indenture Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2022
Underwriting Agreement dated June 2, 2022 between Jackson Financial Inc. and Barclays Capital Inc., BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities,...
Underwriting Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2022
2022 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,...
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
2022 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...
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
2022 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....
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
2021 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...
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
2022
2021 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...
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
2022
Class A Common Stock Repurchase Agreement, dated March 12, 2022 between Jackson Financial Inc. and Athene Co-Invest Reinsurance Affiliate 1A Ltd
Repurchase Agreements
Jackson Financial Inc.
Diversified Financial Services
DE
2022
Form of Notice and the 2021 Founders Award Restricted Share Unit Award Agreement between Jackson Financial Inc. and Laura L. Prieskorn and Marcia L. Wadsten, with a grant date of...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Description of Registrants Securities Pursuant to Section 12 of the Securities Exchange Act of 1934, as amended
Jackson Financial Inc.
Diversified Financial Services
2022
Form 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...
Bonus & Incentive Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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,...
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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....
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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)...
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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....
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Stock Agreements
Jackson Financial Inc.
Diversified Financial Services
2022
Form of Equity Award Exchange Noti
Jackson Financial Inc.
Diversified Financial Services
2022
Equity Award Exchange Notice
Jackson Financial Inc.
Diversified Financial Services
2022
Form of Equity Award Exchange Noti
Jackson Financial Inc.
Diversified Financial Services
2022
Equity Award Exchange Notice
Jackson Financial Inc.
Diversified Financial Services
2022
2021 Director Restricted Share Unit Agreement - Founders Award and notice of grant between Jackson Financial Inc. and Steven A Kandarian, dated December 24, 2021
Share Agreements
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Form 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...
Jackson Financial Inc.
Diversified Financial Services
MI
2022
Separation Agreement, effective February 3, 2022, between Aimee DeCamillo and Jackson National Life Insurance Company
Separation Agreements
Jackson Financial Inc.
Diversified Financial Services
2022
Class A Common Stock Repurchase Agreement, dated December 11, 2021 between Jackson Financial Inc. and Athene Co-Invest Reinsurance Affiliate 1A Ltd
Repurchase Agreements
Jackson Financial Inc.
Diversified Financial Services
DE
2021
Class A Common Stock Repurchase Agreement, dated December 11, 2021 between Jackson Financial Inc. and Prudential plc
Repurchase Agreements
Jackson Financial Inc.
Diversified Financial Services
DE
2021
Registration 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...
Registration Rights Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2021
Third Supplemental Indenture dated as of November 23, 2021 between Jackson Financial Inc. and The Bank of New York Mellon Trust Company, N.A., as Trustee, relating to the 2051...
Indenture Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2021
Second Supplemental Indenture dated as of November 23, 2021 between Jackson Financial Inc. and The Bank of New York Mellon Trust Company, N.A., as Trustee, relating to the 2031...
Indenture Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2021
First Supplemental Indenture dated as of November 23, 2021 between Jackson Financial Inc. and The Bank of New York Mellon Trust Company, N.A., as Trustee, relating to the 2023...
Indenture Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2021
Indenture dated as of November 23, 2021 between Jackson Financial Inc. and The Bank of New York Mellon Trust Company, N.A., as Trustee
Indenture Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2021
Purchase Agreement dated November 17, 2021 between Jackson Financial Inc. and Citigroup Global Markets Inc., J.P. Morgan Securities LLC and Morgan Stanley & Co. LLC, as...
Purchase Agreements
Jackson Financial Inc.
Diversified Financial Services
NY
2021
Demerger Agreement, between Prudential plc and Jackson Financial Inc., dated as of August 6, 2021
Jackson Financial Inc.
Diversified Financial Services
MI
2021
Letter Agreement by and among Prudential plc, Jackson Financial Inc. and Athene Co-Invest Reinsurance Affiliate 1A Ltd., dated as of August 6, 2021
Jackson Financial Inc.
Diversified Financial Services
DE
2021
Registration Rights Agreement, among Jackson Financial Inc., Prudential plc and Athene Co-Invest Reinsurance Affiliate 1A Ltd., dated as of August 6, 2021
Registration Rights Agreements
Jackson Financial Inc.
Diversified Financial Services
DE
2021