CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions) brings a first-of-its-kind, home equity funding strategy into InsMark’s Wealthy and Wise® Advanced platform. This patent-pending solution lets advisors model side-by-side “status quo vs. CHEIFS-funded” scenarios to help clients preserve invested assets, increase liquidity, and explore tax-efficient planning. By integrating with Wealthy and Wise Advanced, advisors can now include home equity pathways in retirement, estate, annuity, and insurance planning — all without adding loans, interest, or monthly payment burdens.
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