Henry Montag CFP, Managing Director of The TOLI Center East in practice since 1976 with offices in L.I N.Y, has authored articles and acted as a source for NYSBA Senior Lawyer, NYSSCPA Tax Stringer, Tax Facts, Bloomberg’s Estates Gift & Trust
Journal, Trusts & Estate Magazine, Accounting Today, Long Island Business News, Financial Planning, & The Wall Street Journal.
He has appeared as a guest on Wall Street Week, Fox Business News & News 12. He’s provided CPE & CLE continuing education credits to NYSBA, ABA, AICPA, NYSSCPA, & the estate Planning Council. He co-authored an American Bar Association Flagship publication, Jan 2017, titled;
“The Advisors’ & Trustees’ Guide to Managing Risk”
The Jan 2019 issue of Commerce Clearing House, referred to him as; “One of today’s best brains in life Insurance.
Henry Montag, CFP, CLTC
The TOLI Center East