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Modeling life insurance liability at fair value: An analysis of embeded options in with-profit policy

  • Nan Nan Xu*
  • , Ruo En Ren
  • , Hai Tao Zheng
  • *Corresponding author for this work
  • Beihang University

Research output: Chapter in Book/Report/Conference proceedingConference contributionpeer-review

Abstract

Life insurance contracts are often very complex financial products which embed interest rate guarantee and other implicit options. Focusing on the With-Profit life insurance policy in China, this paper presents a dynamic model to develop suitable fair valuation techniques for liability of this category contract. Unlike traditional actuarial valuation method, the model captures several essential elements of With-Profit policy, such as interest rate of return guarantee, annual bonus option and terminal bonus option. Based on the classical contingent claim pricing theory, Monte Carlo techniques are used to calculate the values of these options. The numerical results obtained show that the liability value of With-Profit policy is highly sensitive to changes in model parameters, especially for bonus strategy and interest rate of return guarantee.

Original languageEnglish
Title of host publicationProceedings - International Conference on Management and Service Science, MASS 2009
DOIs
StatePublished - 2009
EventInternational Conference on Management and Service Science, MASS 2009 - Wuhan, China
Duration: 20 Sep 200922 Sep 2009

Publication series

NameProceedings - International Conference on Management and Service Science, MASS 2009

Conference

ConferenceInternational Conference on Management and Service Science, MASS 2009
Country/TerritoryChina
CityWuhan
Period20/09/0922/09/09

Keywords

  • Bonus strategy
  • Embeded options
  • Fair value
  • Guarantee
  • Insurance liability

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