Charles Monat Associates: May 2009






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	Wednesday, May 27, 2009 Tax threat to traded life funds The US Internal Revenue Service has ruled that a 30 per cent withholding tax should be applied to profits derived from matured “stranger owned” life insurance policies, ie the second-hand policies that form the assets of the fast-growing life settlement fund industry. Read more... posted by Charles Monat Associates at 10:33 AM \| 0 comments Wednesday, May 13, 2009 Odd Haavik on Preserving Your Wealth on CNBC An appearance this morning on CNBC's 'Protect Your Wealth' with Martin Soong. The discussion ranged from what distinguishes Wealth Transfer Planning Consultants from Private Bankers and Family Offices to what proactive steps clients can take, today, to ensure a successful inter generational estate transfer. posted by Charles Monat Associates at 3:44 PM \| 0 comments Monday, May 11, 2009 Charles Monat restructures in line with fair dealing guidelines Charles Monat Associates, a provider of wealth transfer and liquidity planning solutions to high-net-worth clients, has changed its organisational structure to support the guidelines on fair dealing for financial institutions recently released by the Monetary Authority of Singapore (MAS). Read more... posted by Charles Monat Associates at 2:31 PM \| 0 comments Friday, May 08, 2009 The Sales Profession: Attention Must Still Be Paid ASIDE from some gardening and baby-sitting in my neighborhood when I was a child, my first summer job was in the summer of 1962, just before my first year of college. It was at Shoe Giant, a large discount shoe store in Langley Park, in Prince George’s County of Maryland, and I got the job thanks to a high school pal who also worked there. Read more... posted by Charles Monat Associates at 2:42 PM \| 0 comments Sun Life Financial reports Q1 results Sun Life Financial Inc. (TSX/NYSE: SLF) reported a net operating loss of C$186MM for the first quarter of 2009. MCCSR ratio is at a healthy 223% and the risk based capital ratio for Sun Life Assurance Company of Canada (US) is at 357%. www.sunlife.com SLFQ1.pdf posted by Charles Monat Associates at 10:53 AM \| 0 comments
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