Policyholder Exercise Behavior in Life Insurance: The State of Affairs

Article Properties
  • Language
    English
  • DOI (url)
    10.1080/10920277.2017.1314816
  • Publication Date
    2017/09/28
  • Journal
    North American Actuarial Journal
  • Indian UGC (journal)
  • Refrences
    108
  • Citations
    36
  • Daniel Bauer Department of Economics, Finance, and Legal Studies, University of Alabama, Tuscaloosa, Alabama ORCID (unauthenticated)
  • Jin Gao Department of Finance and Insurance, Lingnan University, Hong Kong
  • Thorsten Moenig Department of Risk, Insurance, and Healthcare Management, Temple University, Philadelphia, Pennsylvania
  • Eric R. Ulm School of Economics and Finance, Victoria University of Wellington, Wellington, New Zealand
  • Nan Zhu Risk Management Department, Pennsylvania State University, University Park, Pennsylvania
Cite
Bauer, Daniel, et al. “Policyholder Exercise Behavior in Life Insurance: The State of Affairs”. North American Actuarial Journal, vol. 21, no. 4, 2017, pp. 485-01, https://doi.org/10.1080/10920277.2017.1314816.
Bauer, D., Gao, J., Moenig, T., Ulm, E. R., & Zhu, N. (2017). Policyholder Exercise Behavior in Life Insurance: The State of Affairs. North American Actuarial Journal, 21(4), 485-501. https://doi.org/10.1080/10920277.2017.1314816
Bauer D, Gao J, Moenig T, Ulm ER, Zhu N. Policyholder Exercise Behavior in Life Insurance: The State of Affairs. North American Actuarial Journal. 2017;21(4):485-501.
Journal Category
Social Sciences
Finance
Refrences
Title Journal Journal Categories Citations Publication Date
10.1017/S0020268100008441 1905
10.1017/S0020268100008441 2006
10.1017/S0020268100008441 2003
10.1017/S0020268100008441 2002
Life and Health Insurance 2000
Citations
Title Journal Journal Categories Citations Publication Date
The interaction between variable annuity providers and their customers under a dynamic approach Decisions in Economics and Finance
  • Social Sciences: Statistics
 2024
Risk-neutral valuation of GLWB riders in variable annuities Insurance: Mathematics and Economics
  • Science: Mathematics
  • Science: Mathematics: Probabilities. Mathematical statistics
  • Social Sciences: Economic theory. Demography: Economics as a science
  • Social Sciences: Statistics
  • Social Sciences: Commerce: Business
  • Social Sciences: Economic theory. Demography: Economics as a science
 1 2024
Scenario selection with LASSO regression for the valuation of variable annuity portfolios Insurance: Mathematics and Economics
  • Science: Mathematics
  • Science: Mathematics: Probabilities. Mathematical statistics
  • Social Sciences: Economic theory. Demography: Economics as a science
  • Social Sciences: Statistics
  • Social Sciences: Commerce: Business
  • Social Sciences: Economic theory. Demography: Economics as a science
 2024
Aggregate lapsation risk Journal of Financial Economics
  • Social Sciences: Finance
  • Social Sciences: Economic theory. Demography: Economics as a science
  • Social Sciences: Commerce: Business: Accounting. Bookkeeping
  • Social Sciences: Finance
  • Social Sciences: Commerce: Business
  • Social Sciences: Economic theory. Demography: Economics as a science
 2024
Taxation and policyholder behavior: the case of guaranteed minimum accumulation benefits

 ASTIN Bulletin
  • Science: Mathematics
  • Science: Mathematics: Probabilities. Mathematical statistics
  • Social Sciences: Economic theory. Demography: Economics as a science
  • Social Sciences: Statistics
  • Social Sciences: Commerce: Business
  • Social Sciences: Economic theory. Demography: Economics as a science
 2024
Citations Analysis
Category Category Repetition
Social Sciences: Economic theory. Demography: Economics as a science18
Social Sciences: Commerce: Business17
Social Sciences: Finance16
Social Sciences: Statistics12
Science: Mathematics10
Science: Mathematics: Probabilities. Mathematical statistics9
Social Sciences: Sociology (General)2
Social Sciences: Commerce: Business: Accounting. Bookkeeping1
Science: Mathematics: Instruments and machines: Electronic computers. Computer science1
Technology: Electrical engineering. Electronics. Nuclear engineering: Electric apparatus and materials. Electric circuits. Electric networks1
Technology: Manufactures: Production management. Operations management1
Technology: Mechanical engineering and machinery1
Technology: Electrical engineering. Electronics. Nuclear engineering: Electronics1
Technology: Engineering (General). Civil engineering (General)1
Social Sciences: Finance: Insurance1
The category Social Sciences: Economic theory. Demography: Economics as a science 18 is the most commonly referenced area in studies that cite this article. The first research to cite this article was titled Rising Interest Rates, Lapse Risk, and the Stability of Life Insurers and was published in 2017. The most recent citation comes from a 2024 study titled Aggregate lapsation risk. This article reached its peak citation in 2022, with 7 citations. It has been cited in 16 different journals, 6% of which are open access. Among related journals, the SSRN Electronic Journal cited this research the most, with 8 citations. The chart below illustrates the annual citation trends for this article.
Citations used this article by year