08 Sep 2022

Henry Montag CFP., Managing Partner of The TOLI Center East, was invited by the New York County Lawyers Association to speak on the difference between traditional and combo Life & LTCI plans. The discussion was focused on what you need to know about Traditional long-term care coverage & the new Combo/Linked Insurance plans that combine life insurance & long-term care coverage...
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03 Jun 2022

On May 4th, Henry Montag CFP.  of The TOLI Center East along with Martin Shenkman Esq., CPA., and Steve Horowitz Esq., presented on the utilization, design & coordination of the ‘Living Benefits’ of Private Placement Life Insurance (PPLI) in conjunction with various trust planning strategies. Below is a full replay of the NYC Lawyers Association, NYCLA. presentation. https://yout...
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10 Dec 2021

I had the honor of speaking at the National Accounting & Tax Symposium in November 2021. At this virtual event, I gave a presentation on "What the Accountant Should Know About Life Insurance & the SECURE Act." Click the player below for audio of that presentation. I also published a companion article in the Bloomberg Estates, Gifts & Trust Journal that you'll find of inte...
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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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08 Mar 2019

I am honored to have been asked to speak on a topic I am passionate about for ProLawCLE. My presentation, "Considerations Regarding Trust Owner & Individual Life Insurance," will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients' trusts as well as their individually owned life insurance policies. The...
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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]...
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