InsMark + CHEIFS®:
A New Dimension in Planning
The Win-Win.
Now multiplied by InsMark
One strategy. Now fully integrated into Wealthy and Wise Advanced.
CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions) is a patent-pending, non-debt strategy that lets advisors model client outcomes in real dollars and cents.
Now fully integrated into Wealthy and Wise® Advanced, 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 Advanced, 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, non-debt home equity strategy — helping clients create liquidity, preserve investments, and improve tax efficiency without loans, interest, or monthly payments.
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.”
