08 Apr 2022

I’m honored to be sharing the podium with Martin M. Shenkman Esq., CPA, and Steven Horowitz Esq., for a discussion on essential planning trends for 2022. These two “advisors to the advisor” and I will cover a wide range of matters, including, proper utilization of Private Placement Life Insurance, Trust Design, and Management of SLATs, & maximizing the living benefits of a life insur...
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29 Mar 2022

I'm honored to have been invited to join the instructors at My-CPE.Com to provide content regarding, "How to Get the Most Benefit From your or a Client's Life Insurance Portfolio.”  I'll be sharing info based on my 35+ years of experience as an independent CFP. This 50-minute, Zoom Presentation is being done on a complimentary basis for 1 CPE credit for CPAs and other professiona...
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18 Jan 2022

Everyone knows that life insurance provides a death benefit to the beneficiaries, but very few people are aware that it can also provide three distinct 'Living Benefits' for the insured.  I'm honored to be discussing this topic at the Nassau County Bar Association on Monday, February 7th from 12:30 - 1:30 p.m. EST with Martin Shenkman Esq., CPA, & Steve Horowitz Esq. ...
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12 Nov 2021

I'm pleased to announce that I'll be speaking at the Nassau County Bar Association on Thursday, November 18th from 1 - 2 pm regarding "Current Trends in Long Term Care & Life Insurance." Click below to register or contact me for any thoughts or questions afterward. Click Here To Register I have compiled a collection of handouts that cover the topics I will be discu...
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05 Nov 2021

I'm delighted to announce that I will be speaking at the upcoming National Accounting & Tax Symposium. At this virtual event, I will be giving a presentation on “What the Accountant Should Know About Life Insurance & the SECURE Act.” Join me on Tuesday, November 16 from 4:15 – 5 pm. Click below for more details and registration information. Click Here For More Also, pl...
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06 Oct 2021

Attorney's Guide to Traditional and Combination Long Term Care Insurance Coverage. 2 NY Credits: 2 Skills; 2 NJ Credits: 2 General Faculty: Anthony Enea, Enea, Scanlan & Sirignano, LLP; Henry Montag, Managing Director, The TOLI Center East Join our expert panel as they discuss what the practitioner needs to know about the current elder law trends, including ...
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20 May 2021

Upcoming Webinar For New York County Lawyers Association - NYCLA 2 Cle Credits: June 2, 2021 Our expert speakers will provide an overview on how to execute an effective estate plan in New York, including recent updates specifically relevant to estate planning professionals. Seymour Goldberg; Matthew E. Rappaport, Esq., LL.M.; Henry Montag CFP. This webinar is sc...
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04 May 2021

I'm honored to be presenting to the N.Y.S Bar Association a summary of a book I co-authored for the American Bar Association regarding items an advisor, owner, or trustee of a Life Insurance policy should know and do to maintain and maximize their or a client's Life Insurance portfolio on Thursday, May 13th at 12 - 2:00 pm (2CLE) Click Here To Register For The Webinar...
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21 Apr 2021

I'm honored to be in the company of Sy Goldberg and Matt Rappaport at our upcoming webinar on Thursday, April 22 at 12:00 pm. Please join us as we discuss breaking news regarding the IRA Trust and the Secure Act and How Life Insurance can all work together. Register for the webinar at: https://us02web.zoom.us/webinar/register/5216147964035/WN_WEABEvGAQsy_j-lTSqViyQ Seymour Go...
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05 May 2020

Between the ongoing COVID-19 pandemic and the recently passed SECURE Act, there are many changes that may impact your or your client's existing life insurance policy.Slashed interest rates and the stock market plunge have further exacerbated an already deteriorating situation whereby the client's non-guaranteed life insurance coverage is expiring prematurely as a result of client neglect...
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02 Dec 2019

Dear Program Registrant:  On behalf of the New York State Bar Association, thank you for registering for the upcoming webinar The Little Known Living Benefits of a Life Insurance Policy sponsored by the Senior Lawyers Section of the New York State Bar Association. The webinar material presented Tuesday, December 10, 2019, from 12:00n– 12:30&nbsp...
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13 May 2019

I and two other colleagues will be giving a presentation on Wednesday, May 22 from 12:30-2:10 pm at the Suffolk Academy of Law.  I'll be discussing the little known living benefits attributed to life Insurance as an asset class in addition to merely paying a death benefit. Joining me will be two experts in their field as Steve Shorrock, will discuss the various aspects of a...
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08 Feb 2019

I am honored to have been asked to speak on a topic I am passionate about for the Estate Planning Council of Nassau County. My presentation, "The Life Insurance Policy Crisis: The Advisors' and Trustees' Guide To Managing Risks and Avoiding a Client Crisis," will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their ...
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28 Sep 2018

I invite you to register for an upcoming presentation I will be co-presenting entitled Drafting, Funding and Properly Maintaining an ILIT and SNT. You may have seen recent articles in the Wall Street Journal and Bloomberg discussing the danger of prematurely lapsing life insurance within trusts. I will be discussing this issue in detail. This program will take place at the Suffolk ...
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19 Jul 2018

Annuities can be a valuable retirement income planning tool for your clients. However, like any solution, there are pros and cons, and understanding the nuances of annuities in the elder law planning setting is crucial to helping your clients to the fullest. With that said, I invite you to register for an upcoming presentation I will be co-presenting entitled Annuities in Elder Law...
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29 Jan 2017

[vc_row][vc_column][vc_column_text]The American Bar Association discussed “The Life Insurance Policy Crisis”by Randy Whitelaw and Henry Montag[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column width="1/3"][/vc_column][vc_column width="1/3"][vc_single_image image="717" img_size="full" alignment="center"][/vc_column][vc_column width="1/3"][/vc_column][/vc_row][vc_row][vc_column][vc_c...
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29 Nov 2014

[vc_row][vc_column width="1/3"][/vc_column][vc_column width="1/3"][vc_single_image image="899" img_size="full" alignment="center"][/vc_column][vc_column width="1/3"][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] [pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/Queen_Senior_Solutions_Seminar_Flyer.pdf"] [/vc_column_text][/vc_column][/vc_row]...
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29 Jul 2014

[vc_row][vc_column width="1/3"][/vc_column][vc_column width="1/3"][vc_single_image image="851" img_size="full" alignment="center"][/vc_column][vc_column width="1/3"][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] [pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/DH-Estate-Planning-Update.pdf" title="DH-Estate Planning Update"] [/vc_column_text][/vc_co...
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28 Jan 2014

[vc_row][vc_column][vc_column_text]Henry Montag CFP & Randolph Whitelaw AEP, Distinguished Discuss Preventing Prematurely Expiring Trust Owned Life Insurance (TOLI)[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_column_text] [pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/pfp13.pdf"] [/vc_column_text][/vc_column][/vc_row]...
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17 Nov 2013

[vc_row][vc_column][vc_column_text]Thursday, November 7, 2013 Valley National Bank 580 East Jericho Turnpike, Huntington Station, NY 11746 (631) 271-5900 To acquire knowledge of the pending IRS Compliance initiative regarding IRA accounts; fiduciary liability issues involving trust owned life insurance and Pension Protection Act techniques[/vc_column_text][vc_column_text][pdf-embe...
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