Tate Groome joined the Colton Groome Insurance Department in 2003. He continued to grow and develop his specialty until he became a Co-CEO, and Director of Insurance Strategies. In 2014, Tate founded LifeTrust3D™: a niche, irrevocable life insurance policy monitoring firm. Recognizing a growing need for support amongst trust officers in ongoing policy care, Tate launched the LifeTrust3D life insurance monitoring platform, in an effort to help wealth management and trust professionals love life insurance again.

Tate is fully credentialed as a Certified Financial Planner™, Chartered Life Underwriter™, and Advanced Estate Planner® designee, with more than fifteen years’ experience providing trusted life, disability, and long-term care insurance solutions to individuals, trustees, and advisors.

Tate’s passion for life insurance manifests itself in the first and second edition of his book, “The Best Policy” which combines the personal, loving element behind each insurance policy with effective methods to monitor and manage the policy.

Tate was named by LifeHealthPro as one of the “Top 20 Most Creative People in Insurance” for 2015 and was a recipient of the North Carolina Volunteer Award, chosen by the governor of North Carolina.

Previous speaking engagements include:

• The Trust Builder Summit at Biltmore®, in Asheville, NC
• Top of the Table in Scottsdale, AZ
• Valmark School of Life: Main Platform in Orlando, FL
• Valmark Policy Management in Orlando, FL
• Trust Advisors Forum in Pinehurst, NC
• Trust Management Network in Dallas, TX
• Santa Barbara Estate Planning Council in California
• Texas Bankers Association in Dallas, TX
• Land of the Sky Estate Planning Council in Asheville, NC

An Asheville High School and UNC-Chapel Hill graduate, Tate is a true Asheville native. He earned a Bachelor of Arts degree in Communication Studies and Spanish from UNC Chapel Hill in 2001. Prior to joining the insurance world, Tate taught elementary education for at-risk youth. He is a past member of the Top of the Table and Million Dollar Roundtable®; and currently serves on the Boards for the Asheville-Buncombe Foundation Board, YMCA of WNC Board, South Buncombe Youth Basketball, AB-Tech Foundation, and Skyland United Methodist Church. He loves spending time with his wife Anna and his three amazing children: Davis, Lillian and Evan.