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5.0
"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
5.0
"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
5.0
"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
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"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
5.0
"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
5.0
"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
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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Henry Montag, CFP
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 ★
“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
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