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Auteur principal: Thalita Amorim Vaz
Format: Artículo científico
Langue:en
Publié: Associação Nacional de Pós-Graduação e Pesquisa em Administração 2012
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Accès en ligne:https://www.redalyc.org/articulo.oa?id=84123767005
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author Thalita Amorim Vaz
author_facet Thalita Amorim Vaz
contents Demand for Life Annuities: a Brazilian Perspective Thalita Amorim Vaz Sérgio Jurandyr Machado Adriana Bruscato Bortoluzzo Administración y Contabilidad PROBIT annuity Retirement provision for insufficient contributions Because pension plans have been marketed using outdated technical premises, Brazilian insurance companies find themselves required to identify additional resources to ensure their ability to meet future benefit payments obligations. When calculating the additional amount of this provision, the parameters used are: mortality and disability decrements, the structure of interest rates, financial performance, cancellation fees and conversion rates. The aim of this study is to present the estimation of conversion rates based on a Probit Model. The data for this study was obtained through the transfer of restricted data from the portfolio of a company with relevant activity in the Brazilian insurance market, including a group of 14,511 individuals eligible for retirement in the period between January 1, 2005 and December 31, 2009. The resulting analysis of the data allows us to conclude that two factors - the volume of accumulated reserves and the classification of prices as actuarially fair - increase the propensity of an individual to convert resources upon retirement. In turn, retirement age and the need for liquidity reduce the propensity to convert resources upon retirement. 2012 artículo científico 1807-7692 https://www.redalyc.org/articulo.oa?id=84123767005 en http://www.redalyc.org/revista.oa?id=841 BAR - Brazilian Administration Review application/pdf Associação Nacional de Pós-Graduação e Pesquisa em Administração BAR - Brazilian Administration Review (Brasil) Num.4 Vol.9
format Artículo científico
id redalyc_84123767005
language en
publishDate 2012
publisher Associação Nacional de Pós-Graduação e Pesquisa em Administração
spellingShingle Demand for Life Annuities: a Brazilian Perspective
Thalita Amorim Vaz
Administración y Contabilidad
PROBIT
annuity
Retirement
provision for insufficient contributions
Demand for Life Annuities: a Brazilian Perspective Thalita Amorim Vaz Sérgio Jurandyr Machado Adriana Bruscato Bortoluzzo Administración y Contabilidad PROBIT annuity Retirement provision for insufficient contributions Because pension plans have been marketed using outdated technical premises, Brazilian insurance companies find themselves required to identify additional resources to ensure their ability to meet future benefit payments obligations. When calculating the additional amount of this provision, the parameters used are: mortality and disability decrements, the structure of interest rates, financial performance, cancellation fees and conversion rates. The aim of this study is to present the estimation of conversion rates based on a Probit Model. The data for this study was obtained through the transfer of restricted data from the portfolio of a company with relevant activity in the Brazilian insurance market, including a group of 14,511 individuals eligible for retirement in the period between January 1, 2005 and December 31, 2009. The resulting analysis of the data allows us to conclude that two factors - the volume of accumulated reserves and the classification of prices as actuarially fair - increase the propensity of an individual to convert resources upon retirement. In turn, retirement age and the need for liquidity reduce the propensity to convert resources upon retirement. 2012 artículo científico 1807-7692 https://www.redalyc.org/articulo.oa?id=84123767005 en http://www.redalyc.org/revista.oa?id=841 BAR - Brazilian Administration Review application/pdf Associação Nacional de Pós-Graduação e Pesquisa em Administração BAR - Brazilian Administration Review (Brasil) Num.4 Vol.9
title Demand for Life Annuities: a Brazilian Perspective
topic Administración y Contabilidad
PROBIT
annuity
Retirement
provision for insufficient contributions
url https://www.redalyc.org/articulo.oa?id=84123767005