Abstract

Journal of Actuarial Practice

Volume 4, Number 1, 1996


An Approach to Estimating Market Value and Duration of Interest-Sensitive Whole Life Contracts

Thomas J. Merfeld

Abstract

A fixed premium interest-sensitive whole life contract is analyzed in order to estimate its market value. In addition, using various definitions of duration, we determine the duration of the contract for each definition. The results of this analysis have implications for market value accounting of life insurance liabilities and for life company portfolio management.

Key words and phrases: cash flow, accounting, assets, liabilities, surrender benefits, yield curve


Thomas J. Merfeld
CUNA Mutual Group,
5910 Mineral Point Road,
Madison WI 53705,
USA


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