The Toli Center East

THE LIFE INSURANCE
POLICY CRISIS

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.

Click Here to Listen
“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"
The TOLI Center East is a Life Insurance consulting firm providing performance evaluations and guidance
to the individual owner or in the event of a Trust, guidance to the 'amateur trustee' usually the client's
eldest son or daughter. Our clients are legal and tax advisors to policy owners, Irrevocable Life Insurance
Trust (ILIT) trustees, grantors and beneficiaries, and Family Offices who lack life insurance product and
policy evaluation expertise.

Life Insurance, although a very significant financial tool is most often misunderstood & ignored, resulting
in an unnecessary loss of financial assets which can & should be prevented. I integrate with your current
team of professional advisors and become a valuable resource in dealing with basic & advanced strategies
regarding evaluating and properly maintaining a client's life Insurance portfolio.

Learn More About The TOLI Center East

UPCOMING EVENTS

NASSAU COUNTY BAR ASSOCIATION (MAY 16, 2023 12:45 – 1:45 pm) – DEAN’S HOUR: PROTECTING YOUR FAMILY & PRACTICE w/ VINCENT J. RUSSO, JD, LL.M, CELA (1.5 CREDITS) – CLICK HERE TO REGISTER

RECENT EVENTS

NYCLA Webinar (March 15. 2023) – Strategies to Draft ILITs & Maintain the Life Insurance Coverage Funding Client’s ILITs – Click HERE for Information | Click HERE for the Handouts

AMERICA OUTBOUND SUMMIT (NOVEMBER 2022) – How Wealthy Americans Prepare to Migrate their Wealth Overseas – CLICK HERE FOR PHOTOS FROM EVENT

NYCLA Webinar (October 2022) – What Attorneys & CPA’s Need to Know About Their Own Estate Planning – Click HERE to Watch | Click HERE for the handouts

My-CPE.com Webinar #3 (October 2022) – Best-in-Class Strategies Used to Pay for Long-Term Care Costs – Click HERE to Watch | Click HERE For the Handouts

NYCLA Webinar (August 2022) – Ins & Outs of Traditional and Combo Long-Term Care Insurance – Click HERE to Watch | Click HERE for the Handouts

NCYLA Webinar (May 2022) – How PPLI Can Provide Significant Tax Benefits for the UHNW Client – Click HERE To Watch | Click HERE for the Handouts

My-CPE Webinar #2 (March 2022) – The Little-Known Living Benefits of Life Insurance – Click HERE to Watch | Click HERE for the Handouts

My-CPE Webinar #1 (February 2022) – What the Advisor Needs to Know About Life Insurance – Click Here to Watch | Click HERE For the Handouts

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