Henry Montag is a certified financial planner who has been in practice since 1976, with offices in Long Island, N.Y. He is the founder and principal of The TOLI Center East, which provides independent consultative fee-based life insurance performance evaluations for trustees, their advisers, and high net worth individuals. He has authored articles for the New York State Bar Association, the NYSSCPA’s Tax Stringer, Tax Facts, Trusts & Estate magazine, and The Women’s Bar. He has lectured extensively on the proper utilization of financial products to the New York State Bar Association, the New York State Society of CPAs, the AICPA, & NcCPAp. He has also appeared on Fox Business, Wall Street Week and News 12. He co-authored a Book for the American Bar Association, titled “The Advisors’ and Trustees’ Guide to Managing Risk and Avoiding a Client Crisis” (Jan. 2017). He can be contacted at firstname.lastname@example.org or (516) 695-4662.
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