News – The Toli Center East

05 Feb 2018

Henry Montag CFP Replay of Trusts and Estates Webinar June 2017

Discusses ABA Book “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis”

American Bar Association June 2017

Montag Discusses Flagship ABA Book “The Life Insurance Policy Crisis”

Wealth Counsel Presentation Aug 2017

Montag Discusses What The Advisor Must Do to Maintain a Life Ins Policy

Accounting Today – What the CPA Must Know About Life Insurance

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Financial Planning – New strategies for insuring long-term care

TaxStringer – Montag Discusses State of Affairs of the Life Ins Industry NYSSCPA Tax Stringer

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Tax Facts – Feb 2017 Montag Discusses Trustee Rescue

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ABA – Martin Shenkman ABA Book Review LISI Feb 2017

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Tax Stringer – Montag Discusses Insurance Issues – The Life Insurance Policy Lapse and Litigation Crisis: What CPAs Need to Know in Order to Avoid a Client Crisis and Create a Glide Path to Safety

CPAs Need to know in order to avoid a client crisis “Create a Glide Path to Safety”.

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Trusts and Estates – Montag Discusses Insurance Issues – The Life Insurance Policy Crisis

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Long Island Business News “YOU BET YOUR LIFE” – Why diligently paying insurance premiums may not be enough – By Henry Montag

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Henry Montag CFP, CLTC Discusses Life Insurance at Suffolk Bar May 2016

Suffolk Academy of Law – Life Insurance Asset Protection Plans

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Wall Street Journal – “Low Rates are Tormenting Insurers – and Their Customers; Long-Term-Care Policies are among the hardest hit.”

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Seeking Alpha Website -“What’s This Problem I’m Reading About Regarding Universal Life Insurance?”

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VJR Website January 28, 2016 “Is your Life Insurance Still Fulfilling its Objectives”

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Henry Montag CFP Discusses Impact of Interest Rate Hike. News 12.

Wall Street Journal – Re: Life Insurance

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Henry Montag on Wall Street Week

Wall Street Journal Aug 10, 2015 Montag discusses various Life Insurance problems.

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Henry Montag discusses the problem of prematurely expiring life Ins on the Vincent Russo & Associates Webinar

AccountingToday – Containing Long-Term Care Costs

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Wealth Management – Protecting Assets

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Long Island Business News June 15 2015 – Montag Discusses Life Insurance.

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Accounting Today – What Accountants Should Know about Life Insurance Policy Evaluations

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Suffolk County Women’s Bar Association of the State of New York – Protecting Retirement Assets and Lifestyle From Cognitive Impairment

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New York State Society of CPA’s – “Questions Regarding Life Ins that Need to be Asked” Henry Montag CFP

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New York State Bar Association – Avoiding Consequential Liabilities for Trustees of Trust-Owned Life Insurance

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NYSBA – Elder and Special Needs Law Journal – Is Your Client’s Trust Accomplishing Its Objectives?

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Put Old on Hold – Protecting Retirement Assets

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The Tax Stringer NYSSCPA – “The Lapsing Policy Crisis”

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Suffolk County Woman’s Bar Association – Typical Questions About Your Current Life Insurance

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The CPA’s Guide to Prematurely Expiring Privately Owned & Trust-Owned Life Insurance (TOLI)

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

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Effective use of Life Settlements in Planning National Conference of CPA Practitioners newsletter,

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TaxFacts Online – PRODUCT SUITABILITY – THE NEEDED FRESH LOOK FOR TRUST-OWNED LIFE INSURANCE

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N. Y. State Bar Association, The Senior Lawyer Section – Henry Montag Discusses Benefits of an Independent Life Insurance Policy Performance Evaluation.

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TaxFactx Online – The Lapsing TOLI Policy Crisis

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Financial Planning – Advisors Face Expiring Universal Life Plans

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National Conference of CPA Practitioners – Is your Trust Fulfilling Your Objectives

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National Underwriter Tax Facts – by E. Randolph Whitelaw, AEP® (Distinguished) and Henry Montag, CFP, CLTC – “Getting Life Insurance Done Right”

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Suffolk Academy of Law – Preserving Life Insurance Assets Earmarked for Next Generation

National Underwriter Tax Facts – Developing a TOLI Risk Management Process – by Henry Montag CFP, CLTC & Randolph Whitelaw AEP, Distinguished

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Financial Service Professional Magazine – Assisting the Unskilled Trustee

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N.Y State Society of CPA’s – Developing a Prudent TOLI Risk Management process – Henry Montag CFP, Randy Whitelaw AEP (Distinguished)

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Put Old on Hold – Utilizing a Life Settlement as Remediation Technique

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TaxFacts ONLINE – The Importance of Monitoring and Evaluating Life Insurance Policy Performance

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NY State Bar Association Law Journal Importance of a Life Insurance Performance Evaluation Winter 2014

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Long Island Magazine for Entrepreneurs – Is your Trust Still Fulfilling Your Objective

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Suffolk County Women’s Bar Association Newsletter – The Paramount Importance of a Life Insurance Audit

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Long Island Business News – Your Life may not be worth what you think

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National Conference of CPA Practitioners Newsletter – The Paramount Importance of a Life Insurance Audit

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Investment news – Life Insurance Buy & Manage Not Buy & Hold

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Investment News – Low Interest Rate Threaten Universal Life Insurance Policies”

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Suffolk Academy of Law – Congressman Israel IRA’S and IRS

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Suffolk Academy of Law – Changes Practitioner Needs to Know About Life Insurance

Research Magazine – Planning is Critical

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L.I. Financial and Tax Planning – Successful Succession Planning Strategies for Your Family Business – By Henry Montag

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Investment News – Life Insurance & Long-Term Insurance Combo Plans

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The Wall Street Journal – New Life Insurance Strategies

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Put Old On Hold – Responsibilities And Thoughts For Business Owners

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Investment News: ‘New York’s Top Court Says Estates Can Bring Malpractice Suits’

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Long Island Business News – Family-Run Businesses

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THE WALL STREET JOURNAL – New Insurance Strategies

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The Wall Street Journal – Life Insurance Industry Concerns

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The Wall Street Journal: The Market Hits ‘Universal Life’ Policies

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