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Revenue by Segment
Allocates revenue across business units and distribution channels (for example, retail agents, worksite programs, annuities vs. life), showing which segments drive growth, carry higher margins, or concentrate customer and distribution risk.Health has shifted from a long plateau into clear acceleration over the past year, driven by Medicare/supplement sales and pricing actions that management expects to fully flow through by Q4 2026—though MedSup claims pose a near‑term margin risk. Annuities show durable account and brokerage asset growth (supporting fee income) despite a slight sales dip versus tough comps. Life is steady, benefiting from worksite product strength and more agents. The mix supports rising ROE and buybacks, but watch MedSup experience and annuity sales volatility for downside risk.
Date | Health | Annuity | Life |
|---|---|---|---|
Jun 30, 2026 | $512.20M | $174.10M | $272.50M |
Mar 31, 2026 | $506.50M | $169.70M | $270.70M |
Dec 31, 2025 | $496.40M | $170.70M | $268.80M |
Sep 30, 2025 | $491.40M | $168.40M | $269.50M |
Jun 30, 2025 | $488.40M | $163.70M | $268.20M |
Mar 31, 2025 | $487.10M | $157.80M | $266.50M |
Dec 31, 2024 | $484.60M | $155.50M | $263.60M |
Sep 30, 2024 | $481.90M | $153.40M | $263.70M |
Jun 30, 2024 | $478.70M | $149.80M | $265.30M |
Mar 31, 2024 | $472.70M | $141.80M | $259.20M |