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Aflac Incorporated

AFL$112.422026-05-29
D
Quality Score
70/100

Supplemental Health Insurance. A spread-and-fee balance sheet: premiums and deposits invested against long-duration policyholder liabilities, plus fee income.

Data: statutory filings · derived · public filings (XBRL) · public filings (10-K) · market data· latest filing 2026-05-06· price 2026-05-29independently sourced

Products & Liabilities

As of December 31, 2024 (FY2024 10-K). Japan entity uses March 31, 2025 (FY2024 J-GAAP year-end).· Source: curated SEC 10-K filing analysis· 10 of 42 tables shown
Confidence:HighMediumLow
1.1 Aflac Life Insurance Japan Ltd. (ALIJ) Products
#ProductU.S. GAAP Product CategoryLiability TypeFPB Net Liability (Dec 2024, $M)Reinsurance Recoverable ($M)Risk TypeDistributionStatusConfidence
1Cancer Insurance (Gan Hoken)CancerFPB$26,597$5,085Morbidity (cancer incidence, treatment duration)Agencies, Japan PostActively soldHigh
2Medical Insurance (Iryo Hoken)Medical and other healthFPB$8,789$1,245Morbidity (hospitalization, surgery, medical procedures)Agencies, Japan PostActively soldHigh
3Nursing Care Insurance (Kaigo Hoken)Medical and other healthFPBwithin $8,789within $1,245Morbidity (long-term care trigger) + longevityAgenciesActively soldMedium
4Income Protection InsuranceMedical and other healthFPBwithin $8,789within $1,245Morbidity (disability/income loss)AgenciesActively soldMedium
5Three Major Disease Whole LifeMedical and other healthFPBwithin $8,789within $1,245Morbidity (cancer, heart, stroke) + mortalityAgenciesActively soldMedium
6One-Time Critical Illness InsuranceMedical and other healthFPBwithin $8,789within $1,245Morbidity (critical illness lump sum)AgenciesClosed/run-offMedium
7Life Insurance (Whole Life, Term, Savings, Child Endowment)Life insuranceFPB$19,109$0Mortality + lapse + interest rateAgenciesActively soldHigh
8Injury InsuranceOtherFPBwithin $3,379$0Morbidity (accident)AgenciesActively sold (minimal)Medium
9Other Japan ProductsOtherFPB$3,379$0Mixed (mortality, morbidity)AgenciesVariousHigh
10Fixed Annuities (including WAYS conversions)N/A (Other policyholders' funds)PAB-equivalent$5,221 (account balance)$0Interest rate + longevityAgencies, bank channelActively sold (new premiums $104M in 2024)High
1.2 Aflac U.S. (American Family Life Assurance Company of Columbus) Products
#ProductU.S. GAAP Product CategoryLiability TypeFPB Net Liability (Dec 2024, $M)Reinsurance Recoverable ($M)Risk TypeDistributionStatusConfidence
11Accident InsuranceAccidentFPB$630$0Morbidity (accident frequency/severity)Worksite/payroll deduction (employer groups)Actively soldHigh
12Short-Term Disability InsuranceDisabilityFPB$695$0Morbidity (short-term disability)Worksite/payroll deductionActively soldHigh
13Critical Care / Critical Illness InsuranceCritical careFPB$6,800$0Morbidity (cancer, heart attack, stroke, etc.)Worksite/payroll deductionActively soldHigh
14Hospital Indemnity InsuranceHospital indemnityFPB$775$0Morbidity (hospitalization)Worksite/payroll deductionActively soldHigh
15Dental/Vision InsuranceDental/visionFPB$245$0Morbidity (dental/vision utilization)Worksite/payroll deduction; Argus Dental & Vision subsidiaryActively soldHigh
16Life Insurance (Term and Whole Life)Life insuranceFPB$938$18Mortality + lapseWorksite/payroll deductionActively soldHigh
17Other U.S. ProductsOtherFPB$462$0MixedWorksite/payroll deductionVariousHigh
1.3 Continental American Insurance Company (CAIC) Products
#ProductLiability TypeRisk TypeDistributionStatusConfidence
18Group Accident & Critical Illness (ceded 50% to Aflac-Columbus via Modco)FPBMorbidityGroup worksiteActively soldHigh
19Group Whole Life (ceded 85% premiums/100% claims to Aflac-Columbus)FPBMortalityGroup worksiteRun-off/legacy blockHigh
20Group Life (Term) (50% ceded to RGA per life up to $150K)FPBMortalityGroup worksiteActively soldHigh
1.4 American Family Life Assurance Company of New York (Aflac-NY) Products
#ProductLiability TypeRisk TypeDistributionStatusConfidence
21Supplemental Health & Life (NY market): Cancer, critical illness, hospital indemnity, accident, life insuranceFPBMorbidity + mortalityWorksite/payroll deduction (NY employers)Actively soldHigh
Product 1: Cancer Insurance (Aflac Japan) -- FLAGSHIP PRODUCT
AttributeDetail
EntityAflac Life Insurance Japan Ltd. (ALIJ)
SegmentAflac Japan
U.S. GAAP product categoryCancer
J-GAAP classificationThird-sector insurance (gan hoken)
Liability typeFPB (future policy benefits)
Separate accountNo
MRBNo
FPB net liability (Dec 2024)$26,597M (PV future benefits $40,781M minus PV future net premiums $14,184M)
Reinsurance recoverable (FPB basis)$5,085M (ceded to Aflac Re)
Net FPB after reinsurance$21,512M
Policies in force13,984,314 (March 2025) -- 64.0% of all ALIJ policies
In-force amount (face)JPY 724,125M (~$4.8B)
Annualized premiums in forceJPY 667,094M (~$4.5B) -- 56.3% of ALIJ individual insurance premiums
New policies sold (FY2024)512,685 (66.5% of all new ALIJ policies)
New annualized premiumsWithin JPY 54,600M total
Third-sector loss ratio53.6% cancer (FY2024), up from 52.2% (FY2023)
Risk typeMorbidity (cancer incidence rates, treatment patterns, claim duration)
Interest rate riskModerate -- long-duration liabilities with original discount rates ranging 2.1%-3.9%
Lapse riskModerate -- Japan lapse/surrender rate 4.7% (all products combined)
DistributionExclusive agencies (6,813 associates), Japan Post, bank channels
StatusActively sold -- largest cancer insurance franchise in Japan
FPB duration12.6 years (weighted-average)
Original discount rate3.9% (weighted-average, U.S. GAAP)
Current discount rate2.2% (yen single-A corporate curve)
Product 1: Cancer Insurance (Aflac Japan) -- FLAGSHIP PRODUCT
TreatyCounterpartyStructureCession %Reserves CededEffective Date
ALIJ -> Aflac Re (1)Aflac Re BermudaFixed quota-share coinsurance28%~$2.1BJan 2023
ALIJ -> Aflac Re (2)Aflac Re BermudaFixed quota-share coinsurance30%~$1.9BOct 2023
ALIJ -> Aflac Re (3)Aflac Re BermudaFixed quota-share coinsurance30%~$1.8BOct 2024
ALIJ -> External (novated)Unnamed A+-rated reinsurer (novated to Aflac Re Dec 2023)Fixed quota-share coinsurance1.5%Not disclosedJan 2023 (novated Dec 2023)
Product 2: Medical Insurance (Aflac Japan)
AttributeDetail
EntityALIJ
SegmentAflac Japan
U.S. GAAP product categoryMedical and other health
Liability typeFPB
FPB net liability (Dec 2024)$8,789M (PV benefits $20,606M minus PV net premiums $11,817M)
Reinsurance recoverable (FPB basis)$1,245M (ceded to Aflac Re -- medical block novation Dec 2023)
Net FPB after reinsurance$7,544M
Policies in force5,404,339 (March 2025) -- 24.7% of all ALIJ policies
In-force amount (face)JPY 22,920M (~$153M) -- small face amounts per policy (daily hospitalization benefit)
Annualized premiums in forceJPY 277,438M (~$1.9B) -- 23.4% of ALIJ individual insurance premiums
New policies sold (FY2024)142,862 (18.5% of new policies)
Third-sector loss ratio44.0% medical (FY2024), up from 41.6% (FY2023)
Risk typeMorbidity (hospitalization rates, procedure frequency, medical inflation)
FPB duration23.5 years (weighted-average)
Original discount rate2.5%
Current discount rate2.8%
DistributionAgencies, Japan Post
StatusActively sold
Product 3: Nursing Care Insurance (Aflac Japan)
AttributeDetail
EntityALIJ
SegmentAflac Japan
U.S. GAAP product categoryMedical and other health (aggregated)
Liability typeFPB
Policies in force461,812 (March 2025) -- 2.1% of ALIJ policies
In-force amountJPY 474,957M (~$3.2B)
Annualized premiumsJPY 20,451M (~$137M)
New policies (FY2024)73,987 (9.6%)
Third-sector loss ratio37.0% (FY2024)
Risk typeMorbidity (long-term care trigger) + longevity
DistributionAgencies
StatusActively sold
Product 4: Income Protection Insurance (Aflac Japan)
AttributeDetail
EntityALIJ
SegmentAflac Japan
U.S. GAAP product categoryMedical and other health (aggregated)
Liability typeFPB
Policies in force89,409 (March 2025) -- 0.4% of ALIJ policies
Annualized premiumsJPY 3,441M (~$23M)
New policies (FY2024)4,515
Risk typeMorbidity (income loss from disability)
DistributionAgencies
StatusActively sold (small and declining)
Product 5: Three Major Disease Whole Life (Aflac Japan)
AttributeDetail
EntityALIJ
SegmentAflac Japan
U.S. GAAP product categoryMedical and other health (aggregated)
Liability typeFPB
Policies in force102,396 (March 2025) -- 0.5%
In-force amountJPY 220,360M (~$1.5B)
Annualized premiumsJPY 4,935M (~$33M)
Risk typeMorbidity (cancer, heart disease, stroke) + mortality (whole life component)
DistributionAgencies
StatusActively sold