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Read the latest articles and press of TOLI Center East President Henry Montag
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Upcoming Events

Nassau County Bar Association: Current Trends in Life Insurance Under The New Tax Law, Including Private Placement Life Insurance – 1/25/2022
N.Y.C Lawyers Association: Current Trends and Strategies as A Result of New Tax Act – 3/4/2022

Recent Events

Nassau County Bar Association: Current Trends In LTC & Life Insurance – 11/18/2021
National Accounting & Tax Symposium: What the Accountant Should Know About Life Insurance & the SECURE Act (Listen Here) – 11/16/2021
New York County Lawyers Association: Attorney’s Guide to Traditional & Combination LTC Insurance Coverage – 10/12/2021
New York State Bar Association: What the Attorney Must Know about Trust Owned Life Insurance – 4/10/2021

 

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