Cornerstone Financing has shared an update. The company announced its presence at the Forum 400 conference alongside InsMark, highlighting how its CHEIFS® solution is being demonstrated to financial advisors. CHEIFS is integrated into InsMark’s Wealthy and Wise+™ platform, enabling advisors to model strategies that reposition a portion of a client’s home equity to fund advanced planning initiatives without traditional debt structures, monthly payments, or fixed terms.
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For investors, this integration underscores Cornerstone Financing’s efforts to embed its offering within established advisor software ecosystems, which could support adoption among high-end advisors and potentially increase transaction volume or fee-based revenue tied to home-equity–driven planning strategies. Participation at an industry event like Forum 400—targeted at advanced insurance and financial planning professionals—may help Cornerstone deepen relationships with key distribution partners and expand the use of CHEIFS as a specialized planning tool. If the integration gains traction, it could enhance Cornerstone’s positioning in the wealth and insurance planning market by aligning its product with advisors focused on sophisticated, holistic client strategies, potentially improving long-term growth prospects and competitive differentiation.