Released January 17th, 2017 AMERICAN BAR ASSOCIATION PUBLICATIONS
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The Toli Center East
Learn how The TOLI Center East can protect your family’s wealth. Click to listen to a podcast with Managing Director Henry Montag discussing the benefits of utilizing life Insurance as an asset class that can benefit the Insured as well as the beneficiary.
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“I’ve written multiple stories over the past five years for the Wall Street Journal about the impact of low interest rates on universal life policies. The problem is exacerbated because so many people underfunded their policies. Of the many consumers I’ve interviewed, most don’t understand how the policies actually work. Many consumers have long since lost contact with their sales agents. Many others have written in response to the stories, as the problem is so recurring”
–Leslie Scism Senior News Editor,
Money & Investment Section.. The Wall Street Journal
Endorsement from "Life Insurance Policy Crisis"
I’m honored to be presenting to the N.Y.S Bar Association a summary of a book I co-authored for the American Bar Association regarding items an advisor, owner, or trustee of a Life Insurance policy should know and do to maintain and maximize their or a client’s Life Insurance portfolio on Thursday, May 13th at 12 – 2:00 pm (2CLE)