The Life Insurance Policy CrisisThe Life Insurance Policy Crisis

E. Randolph Whitelaw is managing director of Trust Asset Consultants, LLC in St. Louis and co-author of The Life Insurance Policy Crisis - The Advisors’ and Trustees’ Guide To Managing Risks and Avoiding A Client Crisis published by the American Bar Association.  

Henry Montag is an Independent Certified Financial Planner in practice since 1976. He is a principle and managing director of The TOLI Center East, which provides independent fee-based performance evaluation for trust owned life Insurance for private trustees & their advisers. He has had articles published in the NYSBA, NYSSCPA’s Tax Stringer & Trusts & Estates. He has lectured extensively on the proper utilization of financial products to protect and preserve assets to the NYSBA, the NYSSCPA’s, the ABA.  He is a source for the WSJ, Investor’s Business daily, Investment News, He Co-Authored a book for the American Bar Association, titled: “The Advisors’ & Trustees’ Guide to Managing Risk”.