What’s New In Life Insurance: Practical Applications for Closely Held and Family Businesses
For many family business owners, life insurance is the quiet foundation of a thoughtful business succession and estate plan. It may help fund a stock buyout, treat family members fairly (whether they work in the business or not), or help plan for potential estate taxes. But coverage purchased years ago doesn't always keep pace as the business grows, families change, and the insurance industry itself evolves.
In this session, G. Tate Groome, CFP®, CLU®, AEP®, of Colton Groome Insurance Advisors, author of The Best Policy: Managing Irrevocable Life Insurance Trusts and named to Forbes' 2025 list of Top Financial Security Professionals, shares practical insights to help family businesses confirm that the insurance in place is purposeful, viable, and properly funded to carry out its intended role.
Registration Open Through 11/10/2026
