Title

The effect of the real option to transfer on the value of guaranteed minimum death benefits

Authors

Authors

E. R. Ulm

Comments

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Abbreviated Journal Title

J. Risk Insur.

Keywords

Business, Finance; Economics

Abstract

Variable annuity contracts frequently have many options and option-like features embedded in the contracts. Some are obvious, such as guaranteed minimum death benefits (GMDBs), while others are less obviously option-like. In this article, we consider the effect of the real option to transfer funds between fixed and variable accounts. If a GMDB rider is considered in isolation, it is sometimes in the policyholder's interest to transfer to the fixed fund if the fixed fund earns less than the variable fund in a risk-neutral world. On the other hand, the option to transfer will not be used if the entire annuity and rider are considered together.

Journal Title

Journal of Risk and Insurance

Volume

73

Issue/Number

1

Publication Date

1-1-2006

Document Type

Article

Language

English

First Page

43

Last Page

69

WOS Identifier

WOS:000235724900003

ISSN

0022-4367

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