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Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

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Henry Montag | CFP

4.5 / 5

Life Insurance Policy Analysis & Risk Management
Trust-Owned and Individually Owned Life Insurance Consulting
Fiduciary Support for CPAs, Attorneys, and Trustees
Asset Class Education and Optimization of Policy Benefits

As Managing Partner of The TOLI Center East, the primary focus is on helping clients, including individuals, CPAs, attorneys, and advisors, gain a clear understanding of their life insurance portfolios—whether owned individually or within a trust. The firm identifies widespread misconceptions about policy guarantees and educates clients on the risks associated with non-guaranteed life insurance, especially given industry shifts and declining interest rates. This education and evaluation are critical, as many policies may expire earlier than expected due to insufficient premium funding and lack of effective policy oversight.

Recognizing life insurance as both an asset class and a strategic tool, The TOLI Center East provides independent consultative evaluations, risk management, and policy administration. The firm works to maximize both living and death benefits for insureds and beneficiaries and is known for its expertise, trusted guidance, and best-in-class educational resources—reflected in national media, industry publications, and client testimonials.