The Power of CHEIFS Inside Wealthy and Wise Advanced. 
 

One of the most exciting new features in Wealthy and Wise Advanced is the integration of CHEIFS (Cornerstone Home Equity Insurance/Investment Funding Solutions).

With over $35 trillion in dormant U.S. home equity, clients are sitting on a powerful, often untapped asset. Until now, the only options for accessing it were selling the home, taking out a HELOC, or using a reverse mortgage — all debt-based solutions.

CHEIFS changes everything. It allows clients to repurpose a portion of their home equity into retirement income, protection, annuities, or estate planning strategies — without debt or monthly interest payments.

Inside Wealthy and Wise Advanced, advisors can:
 

• Model “status quo” vs. CHEIFS-funded plans.
• Show potential improvements in net worth, liquidity, and legacy.
• Customize scenarios by age, goals, and risk profile.
• Show clients how home equity can strengthen their balance sheet and financial security.
• Support best interest and due care standards.

This makes Wealthy and Wise Advanced the first planning system to seamlessly integrate home equity into a client’s financial roadmap — giving you a distinct competitive advantage.

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