Wealth and Insurance Choices: Evidence from U.S. Households

A-Tier
Journal: Journal of Finance
Year: 2025
Volume: 80
Issue: 2
Pages: 1127-1170

Authors (2)

Score contribution per author:

2.011 = (α=2.01 / 2 authors) × 2.0x A-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

Using administrative data for 63,000 individuals across 2,500,000 person‐month observations, we find that wealthier individuals have better life insurance coverage, controlling for the value of the asset insured, namely, the consumption needs of dependents. This positive wealth‐insurance correlation, which is surprising given the prevailing view that wealth substitutes for insurance, persists after allowing for wealth‐related differences in risk or bequest preferences, pricing, background risk, education, employment, or liquidity constraints. Our findings call for further investigation of this wealth‐coverage correlation but support theories emphasizing the consumption‐smoothing role of insurance across not only states of the world, but also time.

Technical Details

RePEc Handle
repec:bla:jfinan:v:80:y:2025:i:2:p:1127-1170
Journal Field
Finance
Author Count
2
Added to Database
2026-01-25