Henssler Money Talks – March 9, 2024
Season 38, Episode 10

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Jim Crone, CFS®, CLU®, Director of Insurance Planning, and Associate Giuliana Barbagelata, CFP®, to discuss the ISM Manufacturing and Nonmanufacturing indices, Consumer Sentiment, and the week’s market moves. Jim highlights how life insurance can help wealthy families who may be susceptible to estate tax issues—especially if the expanded estate tax exemption limits expire and revert to 2017 levels. The experts round out the show by answering a listener’s question on Medigap policies.

Timestamps and Chapters

• 00:00 Market Roundup: Mar. 4 – Mar. 8, 2024
• 22:46 Case Study: Repurposing Life Insurance as an Estate Planning Tool
• 34:00 Q&A Time: Medigap Policies
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