When it comes to trust owned life insurance, we literally wrote the book on the subject. LT3D Principal, Tate Groome finished the world’s first and only book focused purely on this subject. The book is titled “…the Best Policy”. It’s a dynamic, must-read book that tells a passionate story, and is a great blend between technical data and compelling reminders about why life insurance is such a critical part of any healthy financial plan.
Mr. Groome is also an accomplished speaker, and can be available to speak at conferences, seminars, trade shows, association meetings and corporate events. Furthermore, we offer certified and approved continuing education classes (in person and webinars) for Trustees, Attorney’s and CPA’s.
CE credits for your CTFA designation from the American Bankers Association
CLE credits, approved by the American Bar Association
CPE credits, approved by the American Institute of CPA’s
...the Best Policy Institute
We at LT3D are committed to keeping our clients and friends informed about an ever-changing industry. As stated above, we offer certified and approved continuing education classes (in person and webinars) for Trustees, Attorney’s and CPA’s.
In an effort to keep you informed with relevant, value-added information we write, and collaborate with other professionals on white papers. Following are a few that have received a fair amount of interest being published in a variety of industry magazine and websites including Freakonomics:
For more information about our certified continuing education courses, or to schedule classes and/or webinars for your firm, please fill out the form below and one of our educators will contact you, typically the same day.