Cornerstone Financing has shared an update. The company announced its participation in the 62WhoKnew podcast, airing live at 2 p.m. ET, to discuss the use of home equity as a strategic retirement planning asset rather than a last-resort funding source. The discussion highlights how financial advisors are using Cornerstone’s CHEIFS® solution to support Roth conversions, create liquidity without incurring debt or monthly payments, preserve investment portfolios, and improve long-term retirement outcomes. Cornerstone also noted that its real-time CHEIFS quoting tool is now live at CHEIFS.com for both advisors and homeowners.
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For investors, this update underscores Cornerstone Financing’s efforts to position CHEIFS as a specialized financial planning tool within the retirement and advisory market. By promoting use cases such as tax-efficient Roth conversions and portfolio preservation, the company is targeting higher-value advisory relationships that could support fee-based or volume-based revenue growth over time. The launch of a real-time online quoting tool suggests an ongoing push toward scalable, technology-enabled distribution, which may reduce customer acquisition friction and operational costs. Increased advisor adoption driven by educational content like podcasts could strengthen Cornerstone’s visibility and credibility within the retirement planning ecosystem, potentially improving its competitive standing against traditional home equity and reverse-mortgage offerings. However, the financial impact will depend on actual uptake of CHEIFS by advisory firms and homeowners, as well as regulatory and interest-rate dynamics affecting home equity products.