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

Description

Book Synopsis: WE’RE ALL FAMILIAR with the old adage: “Honesty is the best policy.” The adage drove our ethics as children, and all too often, we lose sight of the best policy as adults. In ...the Best Policy, G. Tate Groome, CFP®, CLU®, AEP® works to guide fiduciaries to the irrevocable life insurance policy structure that is truly right for their clients, deftly combining insurance expertise acquired over three generations with honesty and a code of conduct in an otherwise sterile business world. With a gentle emphasis on the personal, loving element that lies behind each policy, Groome uses ...the Best Policy to help 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.

Details

Introducing "The Best Policy: Irrevocable Life Insurance Trusts: Getting to the Heart of the Matter" – a revolutionary book by G. Tate Groome, CFP®, CLU®, AEP®. In a world where ethics often take a backseat, this book brings honesty and integrity back to the forefront. With three generations of insurance expertise, Groome's insights guide fiduciaries to navigate the complexities of irrevocable life insurance policies.

Discover the personal touch behind each policy as Groome unveils the loving element that lies within this otherwise sterile business world. Unlike other dry and impersonal guides, ...the Best Policy offers a refreshing approach that emphasizes the connection between grantors, fiduciaries, and trust beneficiaries.

Whether you're a seasoned professional or just starting your journey in the world of ILITs, this book will equip you with effective methods to monitor, manage, and restructure trust policies for optimal returns. Groome's expertise, combined with his unwavering commitment to conduct, ensures that each client receives the best policy tailored to their specific needs.

Don't miss your chance to delve into a world where honesty reigns supreme. Take the first step towards becoming a trusted and respected fiduciary by purchasing a copy of ...the Best Policy today!

Click here to order your copy of ...the Best Policy

Disclosure: I get commissions for purchases made through links in this website