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Will My Life Insurance Policy Die Before I Do? [or my client does]

With people living longer and the cost to maintain life insurance policies on the rise, LifeTrust3D has received more questions about Life Settlements and Policy Maturity Provisions. To address this growing need, Tate is releasing Chapter 9 of his recently released book … the Best Policy.
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VOYA’s Proposed Sale of Individual Life Policies

As VOYA has opted for sale of closed blocks of life insurance to the private-equity firm, Resolution Life, your team at LifeTrust3D™ has great concern. You may be aware, but VOYA no longer sells new life insurance products in the U.S. As we had been monitoring the situation, and understood distribution had ceased, we questioned if the policy holder service would follow suit.
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The Trust Builder Summit: Rescheduled for September 20-23

2020 Trust Builder Summit Postponed

In light of recent events, LifeTrust3D™ has rescheduled September’s conference. Thank you, attendees, speakers and vendor partners, for your patience and understanding in these unprecedented times. For good reason, COVID-19 has thrown a wrench in our Trust Builder Summit plans. Based on thorough survey responses received, too many trust departments have issued travel bans to…
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Rethinking Strategies During COVID-19

On June 2, 2020, Proformex, the nation’s leading technology platform for inforce policy management, hosted a webinar focusing on topics such as Rethinking Your Sales Strategies in an uncertain marketplace. The lead webinar conversationalist was featured expert, LifeTrust3D™ President, G. Tate Groome, CFP®, CLU®, AEP®. If you specialize in the insurance industry, I urge you…
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