The 3 ILIT Case Studies You Don’t Want to Miss:
G. Tate Groome is a Partner and Director of Insurance Strategies at Colton Groome & Company, a third generation, family-owned and independent life insurance specialty firm based in Asheville, NC. Tate is also the founder of the nations’ leading insurance life insurance policy management, monitoring and consulting firm, LifeTrust3D. He is a nationally acclaimed speaker and author of the book “…The Best Policy”. He recently earned the 40 under 40 award, and was named nationally as one of the Top 20 Most Creative People in the insurance industry. A Certified Financial Planner™ and Chartered Life Underwriter™, Tate has more than twelve years' experience providing trusted life insurance solutions to individuals, trustees, and advisors. He earned his Bachelor of Arts degree from UNC Chapel Hill in 2001. Prior to joining Colton Groome & Company, Tate taught elementary education for at-risk youth. He is a member of the Top of the Table and Million Dollar Roundtable®; serves on the Boards for YMCA of WNC, South Buncombe Youth Basketball, Asheville-Buncombe Technical Community College and Skyland United Methodist Church. He enjoys spending time with his wife and coaching his three children in basketball, soccer, and baseball.