Money Talks - May 15, 2021

Henssler Money Talks

This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Director of Insurance Planning, Jim Crone, CFS®, CLU®, and Associate Peter Lynch to discuss the confirmation of inflation reported in the Consumer and Producer Price indices. They discuss the market’s tumble following the sharp rise in consumer prices. Jim brings to the show a case study of a client who was disappointed in the performance of his life insurance policy. Through a collaborative effort between Jim, the financial planner, and the client’s estate planning attorney, they repurposed the insurance policy to enhance the client’s estate plan. The hosts round out the show answering listeners’ questions on rolling over a 401(k), reasons one would want to convert a term life policy to a whole life policy, and if it is possible to inflation-proof an investment portfolio.

Check out the show segments using the chapter controls in the player above.

• Market Roundup: Covering the week of May 10—14, 2021
• Case Study: Repurposing Life Insurance to Improve Estate Plan
• Q&A Time: 401(k) Rollovers, Converting Life Insurance, and Can You Inflation-Proof a Portfolio