17 Oct 2017

[vc_row][vc_column][vc_column_text] Montag Discusses Flagship ABA Book "The Life Insurance Policy Crisis"[/vc_column_text][vc_column_text] [/vc_column_text][/vc_column][/vc_row]...

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...

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]...

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...

29 Jun 2014

[vc_row][vc_column][vc_column_text]Featured Speakers: Randy Whitelaw AEP (Distinguished) - The TOLI Center and Henry Montag CFP, CLTC. - The TOLI Center East June 19, 2014 8:30am -10:00am At Bessemer Trust, 630 Fifth Avenue, New York, 10111[/vc_column_text][vc_column_text][pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/NYSSCPA_Flyer_June_2014_PDF.pdf"][...

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]...

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...