A LinkedIn post from Cornerstone Financing highlights a forthcoming webinar focused on long term care funding strategies using hybrid indexed universal life policies with long term care riders. The post notes that many clients recognize long term care as a retirement risk but often lack a clear funding plan, and it points to InsMark’s Episode #8 as a forum where advisors are exploring these structures.
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According to the post, speaker Chris Jacob plans to discuss how CHEIFS, described as a non recourse home equity investment agreement, might be used to convert home equity into liquidity to fund such policies without drawing down liquid assets under management. The post explains that CHEIFS involves no monthly payments or interest accrual, with a settlement payment due upon events such as home sale, transfer, move out, or death.
The session, scheduled for Thursday, May 14, 2026, is set for 8:00 a.m. PT and 11:00 a.m. ET and is framed around tools including Wealthy and Wise+™, CHEIFS®, and RePredict. The inclusion of multiple branded planning tools suggests an emphasis on integrating home equity within broader financial planning and risk management frameworks for retirement.
For investors, the post may signal Cornerstone Financing’s interest in positioning itself at the intersection of home equity solutions and insurance based long term care planning. This focus could expand its addressable market among financial advisors seeking nontraditional funding mechanisms, potentially supporting future growth if adoption of such structures gains traction within the advisory community.