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844-747-5833

Where We Discover. Design. and Deliver. Real Solutions to Our Clients.


...The Best Policy

...the Best Policy: Managing Irrevocable Life Insurance Trusts: Getting to the Heart of the Matter

Purchase Tate Groome's new book on Amazon,
a #1 Best Seller in the Insurance Category!

...the Best Policy

Second Edition Released in 2020

...the Best Policy is aimed towards helping grantors and fiduciaries alike understand effective methods to monitor, manage, and sometimes restructure ILITs so that each grantor and trust beneficiary can have the best policy indeed.

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