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THE LIFE INSURANCE
POLICY CRISIS
Released January 17th, 2017 AMERICAN BAR ASSOCIATION PUBLICATIONS
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The Toli Center East
Learn how The TOLI Center East can protect your family’s wealth. Click to listen to a
podcast with Managing Director Henry Montag discussing the benefits of utilizing life
Insurance as an asset class that can benefit the Insured as well as the beneficiary.
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“I’ve written multiple stories over the past five years for the Wall Street Journal about the impact of low interest rates on universal life policies. The problem is exacerbated because so many people underfunded their policies. Of the many consumers I’ve interviewed, most don’t understand how the policies actually work. Many consumers have long since lost contact with their sales agents. Many others have written in response to the stories, as the problem is so recurring”
–Leslie Scism Senior News Editor,
Money & Investment Section.. The Wall Street Journal
Endorsement from "Life Insurance Policy Crisis"
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The TOLI Center East is a Life Insurance consulting firm providing performance evaluations and guidance to the individual owner or in the event of a Trust, guidance to the 'amateur trustee' usually the client's eldest son or daughter. Our clients are legal and tax advisors to policy owners, Irrevocable Life Insurance Trust (ILIT) trustees, grantors and beneficiaries, and Family Offices who lack life insurance product and policy evaluation expertise.
Life Insurance, although a very significant financial tool is most often misunderstood & ignored, resulting in an unnecessary loss of financial assets which can & should be prevented. I integrate with your current team of professional advisors and become a valuable resource in dealing with basic & advanced strategies regarding evaluating and properly maintaining a client's life Insurance portfolio.
Learn More About The TOLI Center East
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I am immensely humbled to be honored three times by myCPE. These awards sincerely acknowledge my effort, and are a huge admiration.
I want to give my sincere thanks to everyone that supported me in 2024.
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Henry Montag Honored by myCPE
