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Cost of Insurance (COI) Increases

We’re excited to bring you the inaugural edition of our monthly newsletter. Our goal is embodied in the title. We want to make life better for you and your clients by bringing you insights, tips, case studies, and more. We’ll even throw in a quote that is meaningful to us. This month’s quote speaks to…
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Private Equity Involvement in Life Insurance

Written By: Tom Love, CLU®, FLMI Changes in Life Insurance and What Private Equity Involvement it Could Mean for You Chances are you’ve seen a letter on one of your policies or saw an article about the growing involvement of private equity companies in life insurance. Should you be concerned? Probably, but the final answer…
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Trust Officer providing insurance overview to trustee

2022 Dividends & Interest Rates

Written by: G. Tate Groome, CFP®, CLU®, AEP® What’s happening with Whole Life Dividend Rates in 2022? Whole Life (WL) Dividend Rates: Policyholders are grateful 2022 dividend interest rates for the major mutual carriers held steady to 2021 rates. Yet, policyholders are still seeing the effects of lost compound interest from past dividend declines. Out-of-pocket…
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Forbes Names Tate Groome as a TOP 100 Insurance Professional in the U.S.

Forbes Names G. Tate Groome as a TOP 100 Insurance Professional in the U.S. For many years, Forbes Magazine has been ranking wealth management professionals. However, in 2021, Forbes expanded their research, with the help of SHOOK Research. Within the group of Financial Security Professionals, the Top 100 ranking insurance professionals manage more than $24…
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