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

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.