I need help
Making an informed decision about our repurchase obligation funding
There is no "one size fits all" solution for repurchase obligation funding. A funding strategy needs to take into consideration your objectives, as well as the specific issues and challenges you are facing. For example, you might be concerned about managing benefit levels, avoiding "have and have-not" situations, or creating reserves for future obligations. We have a thorough understanding of all of the funding options that are available and can help you figure out what will work best for you.
Often, a strategy is best comprised of several funding methods used in combination. For example, contributions, dividends or S distributions, releveraging, and redeeming can be combined to achieve specific objectives.
Determining the best combination requires modeling that we are uniquely qualified to do. The results will quantify the implications of alternative funding strategies to help you understand the choices, so that you can make informed decisions.
Our fees for a funding analysis are based on the amount of time we spend. A brief fact-finding telephone conversation will allow us to estimate the cost and prepare a proposal for you.