Tate Groome is the Founder and managing partner of LifeTrust3D™, the nation’s premier irrevocable life insurance trust policy monitoring company. The second release of his book, …the Best Policy, became a #1 Best Seller in Amazon’s Insurance Category.
Tate teaches effective ways to integrate insurance design with trustees, attorneys, and tax professionals. In fact, in 2019, Tate added the AEP® (Accredited Estate Planner®) designation to his credentialing repertoire. This graduate-level specialization is awarded only to those that meet the most stringent team-oriented requirements.
Tate has been a valued and/or Key Note speaker at many insurance and trust events, including: Top of the Table in Scottsdale, Arizona; Valmark Policy Management in Orlando, Florida; and Trust Advisors Forum in Pinehurst, North Carolina.
Tate dedicates time each year to Campbell University, teaching up-and-coming trust officers how to properly and efficiently monitor Irrevocable Life Insurance Trust policies. This is the “gold standard” for this dedicated Trust & Wealth Management program.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
