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Henry Montag

Henry Montag

Dix Hills,NY
  • 4.4 / 5
  • 629 Professionals Trained

About Speaker

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

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What the advisor should know about the living benefits of a life insurance policy
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What the advisor should know about the living benefits of a life insurance policy
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What the CPA needs to know about best-in-class strategies used to pay for long-term care costs
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4.4

  • 4.4

(309) Ratings

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148

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126

Average

32

Poor

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EB

Eneth Banks, CPA (US)

Jun 16th 2022

Some of my clients have requested recommendations for type of insurance. This was the best seminar I have had that explained reasons for different types of life insurance.

RPSC

Ramanik P. Shah, CPA, CPA (US)

Mar 30th 2022

WE REALLY LIKED THE PRESENTATION, AND MANAGED TO GET EXPLANATION TO OUR SEARCHING QUESTIONS. THIS WEBINAR WAS VERY USEFUL TO SEVRAL SMALL PRACTITIONERS.

ML

Michelle Lalla, CPA (US)

Aug 9th 2022

All insurance is confusing to me. He did well to clarify things for me. I will sign up for his future webinars

SK

Swaranjeet Kaur, CPA (US)

Mar 31st 2022

Learned the basics of life insurance and a lot more

MEM

Mary Ellen Morris, CPA (US)

Apr 21st 2022

One of the best presentations I have ever attended

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