The Win-Win.
Now multiplied by InsMark

InsMark + CHEIFS®:
A New Dimension in Planning

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.

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WAW+CHEIFS

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:

1
Start with your client's current financial overview
2
Enter objectives based on client objectives
3
Model CHEIFS alongside traditional approaches
4
Compare results and adapt recommendations

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.

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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.”

Chris Jacob, CFP Co-Founder of NextPoint Solutions and RePredict

Chris Jacob, CFP Co-Founder of NextPoint Solutions and RePredict

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