Financing Strategies

Financing Strategies Overview

For over fifty years, Pen-Cal has provided corporate and financial institutions with solutions to maximize their returns on assets and invested capital. Our experience allows us to determine the most efficient financing strategy for our clients' based on their goals and objectives and financial requirements.  Our proprietary analysis gives a clear picture of the financial impact of implementing an executive benefit plan from a cash flow, income statement, and balance sheet perspective.  The following are some of the most common financing strategies:

  • Taxable Investments (i.e. Mutual Funds, Money Managers, Exchange Traded Funds)
  • Corporate Owned Life Insurance (COLI)
  • Hedge Administration and Funding
  • Hybrid - Combination of the above