Title
The Effect Of The Real Option To Transfer On The Value Of Guaranteed Minimum Death Benefits
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. © The Journal of Risk and Insurance, 2006.
Publication Date
3-1-2006
Publication Title
Journal of Risk and Insurance
Volume
73
Issue
1
Number of Pages
43-69
Document Type
Article
Personal Identifier
scopus
DOI Link
https://doi.org/10.1111/j.1539-6975.2006.00165.x
Copyright Status
Unknown
Socpus ID
33644668105 (Scopus)
Source API URL
https://api.elsevier.com/content/abstract/scopus_id/33644668105
STARS Citation
Ulm, Eric R., "The Effect Of The Real Option To Transfer On The Value Of Guaranteed Minimum Death Benefits" (2006). Scopus Export 2000s. 8518.
https://stars.library.ucf.edu/scopus2000/8518