13 Feb 2018
Suffolk Academy of Law
May 9th, 2018 – 5:30pm to 8:00pm
01 Feb 2018
28 Nov 2017
17 Oct 2017
Discusses ABA Book “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis”
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]
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17 Oct 2017
Montag Discusses What The Advisor Must Do to Maintain a Life Ins Policy
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 Oct 2015
29 Nov 2014
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[pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/Queen_Senior_Solutions_Seminar_Flyer.pdf"]
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29 Jul 2014
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[pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/DH-Estate-Planning-Update.pdf" title="DH-Estate Planning Update"]
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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"]
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28 Jan 2014
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[pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/Newsletter-SCWB.pdf"]
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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...
07 Nov 2013
Thursday November 7, 2013
Fox Hollow
7725 Jericho Turnpike
Woodbury, NY 11797
6pm
16 Nov 2012
Preventing Prematurely Expiring Trust Owned Life Insurance (TOLI)
17 Jan 2012
[pdf-embedder url="https://thetolicentereast.com/wp-content/uploads/2017/11/Congressman_Israel.pdf"]...
