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March 11, 2013
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News covering the insurance and financial advising industry

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  • Expert: Private-equity firms look to annuity business to diversify
    Private-equity firms have been buying and reinsuring annuity lines for a chance to exercise their investment and asset-management capabilities, says Scott Robinson of Moody's Investors Service. Fixed and fixed-indexed annuities were the main target of alternative-investment managers in 2012, but the trend this year may be variable annuities, Robinson said. "[Private equity] firms are looking for something that is going to meet their returns, and they have fairly high return hurdles. They are looking for businesses that are going to provide some diversification to their other investments," he said. National Underwriter Life & Health (3/8) LinkedInFacebookTwitterEmail this Story
  • The impact of annuity payments on estate taxes
    No property interest is included in the estate of a deceased straight-life annuity holder, according to this article. The estate-tax impact of annuities with survivor benefits, however, vary based on whether that benefit is paid to the estate or a beneficiary, the article says. Another factor is whether the deceased annuity holder paid all or part of the purchase price. National Underwriter Life & Health (3/8) LinkedInFacebookTwitterEmail this Story
  • What to do when a financial plan goes awry
    Long-term financial plans have faced challenges from bear markets, prolonged bouts of high unemployment, family members' financial distress and unforeseen health issues, according to this article. Advisers need to guide clients in readjusting their plans and reducing spending, experts say. Financial Advisor online (3/6) LinkedInFacebookTwitterEmail this Story
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Top five news stories selected by NAIFA SmartBrief readers in the past week.

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  • Why financial firms should use content marketing
    Content marketing fits naturally with financial services, marketing veteran Angela Long writes. For example, customers want to know that financial-services firms understand them and their businesses. "Demonstrating your expertise through your content will build on your client's confidence in you," Long writes. Reputation Capital Media Services (3/7) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • Register now for the free March "Solutions Session" exclusively for NAIFA Young Advisors
    "Crafting Your Story: The Art of Story Telling & Selling" will be offered from 4 to 5 p.m. Eastern time on Thursday, March 28, 2013. Clients and prospects alike connect with a great story because they understand products and services better when they can relate them to something that is familiar. Learn when best to use and how to create your story. Register now for this free group coaching tele-seminar led by Daniel C. Finley. LinkedInFacebookTwitterEmail this Story
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