March 9, 2024

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 Non-manufacturing 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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Tagged estate tax exemption, financial plan, $13.6 million, life insurance, Tax Cuts and Jobs Act, Medicare, TCJA, Services Index, Irrevocable Life Insurance Trust, ISM Nonmanufacturing Index, Medigap, ISM Manufacturing Index, Health Insurance for retirees, University of Michigan Consumer Sentiment Survey, S&P 500 index performance, estate tax