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...

Below is a replay of the NYC Lawyers Association CLE webinar regarding the 'Living Benefits' of today's Traditional Life Insurance.  The four distinct tax-advantaged living benefits that a life insurance policy can provide to the owner, as well as the beneficiaries were discussed. https://youtu.be/RhXDMFZE9aQ...

https://youtu.be/rzRkbyjPdIc...

Henry Montag, Managing Partner of the TOLI Center East, was invited by My-CPE.com to take part in a webinar on March 30th, 2022. Henry's presentation covered how to get the most benefit from your/your client’s life insurance portfolio. https://youtu.be/IkOujjhO9hw...

This webinar hosted & moderated by Marty Shenkman features Henry Montag CFP, and Dick Weber AEP Distinguished, discussing What an advisor Needs to Know to prevent their, or their client's life Insurance coverage from expiring prematurely, as so many already have. https://youtu.be/qDLpBUOWRfk...

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...