Henry Montag

Contact Details


Henry Montag is a Certified Financial Planner in practice since 1976 with offices

in Long Island and New York. He is a principle of The TOLI Center East, which

provides independent consultative fee-based life Insurance performance

evaluations for trustees, their adviser’s, and high net worth Individuals regarding

the protection of Individual or trust-owned life Insurance.

He has authored articles for the New York State Bar Association, NYSSCPA’s Tax

Stringer, Tax Facts, Trusts & Estate magazine, NcCPAp & the Women’s Bar Assoc.

He has lectured extensively on the proper utilization of financial products to New

York State Bar Association, New York State Society of CPAs, The American

Institute of CPA’s, the National Conference of CPA Practitioners, and Financial

Service Professionals, etc.

He has been a source for The Wall Street Journal, Investor’s Business Daily,

Investment News, Long Island Business News, Newsday and was featured in

Financial Planning Magazine. He also appeared on Fox Business News, News 12, &

Wall Street Week. He most recently co-authored a book for the American Bar

Association, Nov 2016, titled “The Advisors’ and Trustees’ Guide to Managing Risk

and Avoiding a Client Crisis”.



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