“This book speaks to the importance of providing for families and their needs through the effective use of Life Insurance Trusts. Tate’s book makes a very complicated subject understandable, and he provides real-life examples of how his management of irrevocable life insurance trusts has made a difference in the lives of families who have benefited from his trusted services. The Groome family has been providing critical life insurance solutions to our family and our business for three generations. Their comprehensive life insurance planning and management has proven to be invaluable to our family.
I am delighted that Tate has been able to document the wealth of experience and extensive learning that his family has accumulated over decades to produce this book, which will no doubt serve as a significant source of education for many.”
Dini Cecil Pickering
Great-Granddaughter of George W. Vanderbilt, Chair of the Board of Directors for Biltmore®, and President of the Biltmore Family Office®.