Client Testimonials

I’ve been lucky to help numerous clients address their insurance, estate, and trust issues. Here is what some had to say.

Henry has been instrumental in securing insurance that we needed for our business.  Throughout the entire process, he was responsive and attentive.  The additional information that he has been able to provide has also been quite valuable as we strive to improve our business organization.  We would definitely recommend working with him as an independent certified financial planner.
Dorothy and Nicholas Muratore
It was our good fortune to be referred to you by our elder attorney. We would like to express our gratitude for your expertise and professionalism in response to our dilemma. You addressed our concerns in layman’s language, precisely, politely and succinctly. It was enlightening to hear your experienced evaluation and recommendation for an informed contact which greatly resolved our financial crisis.
Richard and Mafalda Rutherford, Queens, NY
We are thankful to Henry Montag for his experience and expertise. Henry was able to combine my parent’s life insurance policy’s cash value which resulted in doubling her death benefit as well as significantly reducing her current premium. Doing so afforded her the ability to purchase a long-term care insurance policy with the premium savings. Henry you’re the best!
Al F
First I want to thank you for professionally handling the sale of the two policies and I was very pleased with your detailed follow-up and final execution of the transaction.

I will send the kids your email with a strong recommendation to contact you and I will talk to them on the phone since I elected to stay in Florida during the Pandemic.

Donald McFadyen
I want to thank you for all your help with the recent sale of a life insurance policy. I thought I was going to have to take a brutal tax hit when the policy lapsed. Everyone I talked to said a sale was not possible. But you came through for me and my family and found a buyer. No nasty tax bill. Problem solved. Thank you (a lot). I would recommend you to anyone seeking to do the same thing.
Barry Bass
After Mr. Montag evaluated my insurance needs (financial wealth and personal objectives), he was able to change one policy significantly by almost doubling the policy for the same premium. He truly cares about protecting you, your family and is always easily accessible.
Barbara Gordon, NY, NY
“Henry Montag gives new meaning to being a knowledgeable representative of what is best in insurance protection for you and your loved ones. A man of his word—his character is stellar and his breadth of understanding of an individual’s needs is enormous. If you have found Henry Montag, your search is over for an insurance professional for you, your business, and your family.”

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