InsMark + CHEIFS®:
A New Dimension in Planning
The Win-Win.
Now multiplied by InsMark
One strategy. Now fully integrated into Wealthy and Wise+.
CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions) is a patent-pending home equity investment strategy that lets advisors model client outcomes in real dollars and cents.
Now fully integrated into Wealthy and Wise+, CHEIFS enables advisors to run side-by-side status quo vs. CHEIFS-funded scenarios — showing potential improvements in net worth, liquidity, retirement income, and estate value.
CHEIFS is now integrated into Wealthy and Wise+ enabling side-by-side modeling of status quo vs CHEIFS-funded scenarios.
- Compare status quo vs. CHEIFS-funded plans
- Evaluate long-term net worth, liquidity, and estate outcomes
- Preserve invested assets while accessing new liquidity
- Support best interest and due care standards
How it works
Streamline into a simple, advisor workflow:
The opportunity is real
CHEIFS provides advisors with a first-of-its-kind home equity investment strategy, helping clients create liquidity, preserve investments, and improve tax efficiency with no new monthly payments or monthly interest accrual.
The CHEIFS integration in Wealthy and Wise is a breakthrough — advisors can now model home equity planning side-by-side with traditional strategies, fully aligned with best-interest and due-care standards.”
Latest insights
