Original Air Date: May 15, 2021
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Associate Peter Lynch, and Director of Insurance Planning, Jim Crone, CFS®, CLU®, who brings to the show a case study of a client who was disappointed in the performance of his life insurance policy and through a collaborative effort between Jim, the financial planner, and the client’s estate planning attorney, he was able to repurpose the insurance policy to enhance the client’s estate plan.
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