Synopsis
We're all familiar with the old adage: Honesty is the best policy. The adage drove our ethics as children, and all too often, we lose sight of the best policy as adults. In ...the Best Policy, G. Tate Groome works to guide fiduciaries to the irrevocable life insurance policy structure that is truly right for their clients, deftly combining insurance expertise acquired over three generations with honesty and a code of conduct in an otherwise sterile business world. With a gentle emphasis on the personal, loving element that lies behind each policy, Groome uses ...the Best Policy to help grantors and fiduciaries alike understand effective methods to monitor, manage, and sometimes restructure ILITs so that each grantor and trust beneficiary can have the best policy indeed.
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About the Author
G. Tate Groome is the founder and driving force behind LifeTrust3DTM LLC, and the motivation and heart behind finding The Best Policy. A Certified Financial PlannerTM and Chartered Life UnderwriterTM, Tate employs lessons learned as a third-generation life insurance expert with over a decade of personal experience providingtrusted life insurance solutions to individuals, families and trustees across the United States. He recently won the distinguished 40 under 40 Award in Asheville, NC, and is a recipient of the North Carolina Volunteer Award, chosen by the governor of NC. He earned his degree from UNC Chapel Hill.
Prior to forming LifeTrust3DTM LLC, Tate taught elementary education and coached basketball for at-risk youth. He began working for Colton Groome & Company in 2003 where he is a principal along with his brother Matt and father George. He is a member of the Top of the Table and Million Dollar Roundtable®, as well as the local NAIFA committee. Tate serves on several boards: the YMCA of Western North Carolina, South Buncombe Youth Basketball, and Skyland United Methodist Church. He also coaches the basketball, soccer, and baseball teams on which his three children play. Tate is married to the love of his life, Anna, and he and his family live in Asheville, NC.
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the Best Policy
Seller: World of Books (was SecondSale), Montgomery, IL, U.S.A.
Seller rating 5 out of 5 stars
Condition: Good. Item in good condition. Textbooks may not include supplemental items i.e. CDs, access codes etc. Seller Inventory # 00100027013
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.the Best Policy
Seller: Transition Living, Asheville, NC, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: Near Fine. Dust Jacket Condition: No markings or personalizing. Paperback or Wraps. Not a library copy. Seller Inventory # 221010001