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A multi--state life insurance model is naturally described in terms of the intensity matrix of an underlying (time--inhomogeneous) Markov process which describes the dynamics for the states of an insured person. Between and at transitions,…

概率论 · 数学 2019-05-14 Mogens Bladt , Søren Asmussen , Mogens Steffensen

We consider computation of market values of bonus payments in multi-state with-profit life insurance. The bonus scheme consists of additional benefits bought according to a dividend strategy that depends on the past realization of financial…

风险管理 · 定量金融 2023-11-07 Jamaal Ahmad , Kristian Buchardt , Christian Furrer

Many insurance products and pension plans provide benefits which are related to couples, and thus under influence of the survival status of two lives. Some studies show the future lifetime of couples is correlated. Three reasons are…

应用统计 · 统计学 2018-06-27 Amin Hassan Zadeh , Soroush Amirhashchi

In this paper we propose a multi-state model for the evaluation of the conversion option contract. The multi-state model is based on age-indexed semi-Markov chains that are able to reproduce many important aspects that influence the…

证券定价 · 定量金融 2017-07-05 Guglielmo D'Amico , Montserrat Guillen , Raimondo Manca , Filippo Petroni

The purpose of the present paper is to incorporate stochastic interest rates into a matrix-approach to multi-state life insurance, where formulas for reserves, moments of future payments and equivalence premiums can be obtained as explicit…

风险管理 · 定量金融 2022-11-18 Jamaal Ahmad , Mogens Bladt

In this paper, we demonstrate through the use of matrix calculus a transparent analysis of fractional inhomogeneous Markov models for life insurance where transition matrices commute. The resulting formulae are intuitive matrix…

概率论 · 数学 2021-10-25 Martin Bladt

In life insurance contracts, benefits and premiums are typically paid contingent on the biometric state of the insured. Due to delays between the occurrence, reporting, and settlement of changes to the biometric state, the state process is…

风险管理 · 定量金融 2023-02-14 Kristian Buchardt , Christian Furrer , Oliver Lunding Sandqvist

In multi-state life insurance, an adequate balance between analytic tractability, computational efficiency, and statistical flexibility is of great importance. This might explain the popularity of Markov chain modelling, where matrix…

概率论 · 数学 2024-04-25 Jamaal Ahmad , Mogens Bladt , Christian Furrer

This paper proposes a market consistent valuation framework for variable annuities with guaranteed minimum accumulation benefit, death benefit and surrender benefit features. The setup is based on a hybrid model for the financial market and…

数理金融 · 定量金融 2019-05-24 Laura Ballotta , Ernst Eberlein , Thorsten Schmidt , Raghid Zeineddine

As cancer patient survival improves, late effects from treatment are becoming the next clinical challenge. Chemotherapy and radiotherapy, for example, potentially increase the risk of both morbidity and mortality from second malignancies…

Economic variables play important roles in any economic model, and sudden and dramatic changes exist in the financial market and economy. For this reason, to price and hedge equity-linked life insurance products, including segregated funds…

数理金融 · 定量金融 2024-09-24 Battulga Gankhuu

This paper considers the pricing of equity-linked life insurance contracts with death and survival benefits in a general model with multiple stochastic risk factors: interest rate, equity, volatility, unsystematic and systematic mortality.…

证券定价 · 定量金融 2021-11-03 Karim Barigou , Lukasz Delong

Forward transition rates were originally introduced with the aim to evaluate life insurance liabilities market-consistently. While this idea turned out to have its limitations, recent literature repurposes forward transition rates as a tool…

综合金融 · 定量金融 2022-04-28 Theis Bathke , Marcus Christiansen

This paper describes a general approach for stochastic modeling of assets returns and liability cash-flows of a typical pensions insurer. On the asset side, we model the investment returns on equities and various classes of fixed-income…

风险管理 · 定量金融 2020-05-27 Sergio Alvares Maffra , John Armstrong , Teemu Pennanen

In this paper, we investigate a complex variation of the standard joint life annuity policy by introducing three distinct contingent benefits for the surviving member(s) of a couple, along with a contingent benefit for their beneficiaries…

证券定价 · 定量金融 2024-10-17 Kira Henshaw , Cedric H. A. Koffi , Olivier Menoukeu Pamen , Raghid Zeineddine

We consider a large, homogeneous portfolio of life or disability annuity policies. The policies are assumed to be independent conditional on an external stochastic process representing the economic-demographic environment. Using a…

风险管理 · 定量金融 2014-08-27 Boualem Djehiche , Björn Löfdahl

In this paper we present a numerical valuation of variable annuities with combined Guaranteed Minimum Withdrawal Benefit (GMWB) and Guaranteed Minimum Death Benefit (GMDB) under optimal policyholder behaviour solved as an optimal stochastic…

计算金融 · 定量金融 2015-04-10 Xiaolin Luo , Pavel V. Shevchenko

Recent studies have highlighted the significance of higher-order moments - such as coskewness - in portfolio optimization within the financial domain. This paper extends that focus to the field of actuarial science by examining the impact…

风险管理 · 定量金融 2025-08-26 Carole Bernard , Jinghui Chen , Steven Vanduffel

Markov cohort state-transition models have been the standard approach for simulating the prognosis of patients or, more generally, the life trajectories of individuals over a time period. Current approaches for estimating the variance of a…

应用统计 · 统计学 2022-04-07 Rowan Iskandar , Cassandra Berns

Joint models (JM) for longitudinal and survival data have gained increasing interest and found applications in a wide range of clinical and biomedical settings. These models facilitate the understanding of the relationship between outcomes…

统计方法学 · 统计学 2023-08-25 Sida Chen , Danilo Alvares , Christopher Jackson , Jessica Barrett
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