myCPE
myCPE

All Courses, One Price. Unlimited Access and Many Benefits.

Subscribe $199

April Accelerate Sale 2024 : 67% Savings on Subscription. Offer Ends Soon! April Accelerate Sale 2024 :
67% Savings on Subscription. Offer Ends Soon!
00hrs : 00min : 00sec

View Offer
Henry Montag

Henry Montag, CFP

  • rating
  • rating
  • rating
  • rating
  • rating
  • 4.4 / 5

I as the managing partner of The TOLI Center East help people better understand their life Insurance portfolio regardless of whether a person owns their life Insurance policy individually or through a trust. Whether the person is a CPA, an Attorney, or another type of an advisor, one thing remains the same.  Most people are not familiar with their life Ins and incorrectly assume that their coverage will be there for the rest of their lives.

But because the majority of life insurance purchased over the last 25 years is Not Guaranteed and has significantly been affected by years of decreased interest rates and neglect on the part of the amateur trustee that wasn’t aware that they should have been increasing the annual premium, an increasing percentage of those policies are now expiring years earlier than anticipated.

Lastly, Life Insurance today is an 'Asset Class' and as such can significantly benefit the Insured with its 'Living Benefits' as well as the beneficiary with its traditional death benefit.

The more you and your clients know about your & their life insurance portfolio, the better off everyone’s family will be.

Co-authored American Bar Association Flagship book ‘The Advisors’ & Trustees’ Guide to Managing Risk. Featured in Bloomberg, Trust & Estates, NYS Bar Association, Accounting Today, Tax Stringer, Wall Street Week TV, Fox News, Wall Street Journal, Investor’s Business Daily & More ★

Contact me at ✉ henry@thetolicentereast.com or ☎ 516-695-4662. Visit ? www.thetolicentereast.com

Clients Say

  • “Mr. Montag gives new meaning to be a knowledgeable representative of what is best in insurance protection for you & your loved ones. A man of his word, his character is stellar & his breadth of understanding of an individual’s needs is enormous.”Mrs. Barbara G. NYC    

  • “Henry evaluated my insurance needs (financial wealth & personal objectives) & he changed 1 policy significantly by almost doubling the policy for the same premium. He truly cares about protecting you & is always easily accessible.” Dr. Barry B. Roslyn LI

Life Insurance Trusts
PREMIUM
premium
Maintaining Life Ins Coverage in ILIT
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Long-Term Care
PREMIUM
premium
Understanding Current Long Term Care, Life Insurance Trends, & Best Strategies To Pay For Long Term Care Costs!
  • CFP® (US)
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating
Life Insurance Policy
PREMIUM
premium
What the Advisor Should Know about the Living Benefits of a Life Insurance Policy
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CDFA
Learn More
  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating
Understanding Life Insurance Basics
PREMIUM
premium
Understanding The Basics of Life Insurance Today
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Learn More
  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating