2nd Edition of ...THE BEST POLICY has Released!
Tate Groome, CFP?, CLU?, AEP?
Author, Speaker, Co-CEO at Colton Groome Insurance Advisors + Colton Groome Financial #Life Insurance #Family Man #Tarheel
The Second Edition of ...THE BEST POLICY has officially released on Amazon! I am so excited for you to see this revised and improved version of my book, focusing on Managing Irrevocable Life Insurance Trusts.
ILIT's can be tricky, and deserve a special platform in truly understanding policy monitoring and administration. My team and I have learned so much through the past few years, gaining insights through a variety of unique and powerful case studies. I wanted to bring this intellectual capital to to you through updated and newly added chapters of ....The Best Policy. Newly printed topics include (but are not limited to): Life settlements, new case studies, and the importance of private-equity firms entering the Insurance Market.
If you'd like to know more, reach out to [email protected], for an exclusive Sneak-Peak at Chapter One!
To order your own copy, visit: https://www.amazon.com/dp/1952106192/ref=cm_sw_em_r_mt_dp_U_F1.uEb047PM95
Senior Counsel at The Northern Trust Company
5 年Congratulations Tate!
Strategic Partner | Program, Project & People Management | Change Management & Business Transformation | Operational Excellence | Client Advocate
5 年Congratulations, Tate!!
Owner, AIS
5 年This book is a tremendous source of information and guide to creating the right program for all families.
HR Professional / Talent Development / Talent Acquisition
5 年Congrats, Tate!?
Sr. Director, Business Development at ValMark Financial Group
5 年Ordering...Cant wait!