The 3 Living Benefits Of Life Insurance

In this podcast, we feature Henry Montag CFP, Managing Director of The TOLI Center East. Henry has authored articles and acted as a source for NYS Bar Association, Bloomberg’s Estates Gift & Trust Journal and The Wall Street Journal.

Henry also provides continuing education credits regarding Life Insurance strategies to
CPAs, Attorneys and Financial Advisors. He recently co-authored an American Bar Association Flagship publication titled, The Advisors’ & Trustees’ Guide to Managing Risk.

Over the next few minutes, Henry will summarize key points from this book which he has incorporated into his practice at The TOLI Center East. These are ideas that can benefit your beneficiaries, as well as yourselves, with what he calls “living benefits” and most importantly, providing the trustee with the necessary guidance to manage and maintain a life insurance portfolio.

The 3 Living Benefits Of Life Insurance

• What does The TOLI Center East do and how does it help you clients?
• What do you mean by the “3 living benefits” of life insurance?
• Why would a client be better off retaining you than anyone else?
• Which of your skills can best improve a client’s situation?

Learn more about Henry Montag at www.TheToliCenterEast.com and contact him directly at henry@thetolicentereast.com or via phone 516.695.4662

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