CHEIFS at LIMRA’s Advanced Sales Forum
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Repositioning Home Equity for Today’s Financial Needs: CHEIFS will be at LIMRA’s Advanced Sales Committee Meeting in Fort Lauderdale
On August 10th, the leadership team from Cornerstone Financing and CHEIFS will join LIMRA’s Advanced Sales Committee for an exclusive meeting in Fort Lauderdale, where top carriers and industry thought leaders gather to explore advanced planning strategies. CHEIFS (Cornerstone Home Equity Insurance/Investment Financing Solutions) is fast emerging as a transformative tool for clients looking to fund life insurance, annuities, retirement income, and long-term care—without taking on additional debt or monthly payments.
Co-Founder Dan Anderson and Partner Craig Corn will be on-site to introduce committee members to CHEIFS: a minority fractional home equity product that enables policyholders and homeowners to convert up to 50% of their home’s equity, while preserving ownership and retaining flexibility at every stage.
Why It Matters:
- No monthly payments
- No interest
- No new debt obligations
- Not a loan or reverse mortgage
Unlike traditional HELOCs or home equity loans, CHEIFS creates liquidity through a capped shared equity structure, making it ideal for financial professionals serving HNW and mass affluent clients who are seeking smarter ways to fund coverage, reposition assets, and implement asset diversification and optimization strategies.
This invitation-only LIMRA session provides the perfect forum to discuss:
- How home equity can support retirement planning and guaranteed income strategies
- The growing relevance of non-debt equity solutions
- Integrating CHEIFS into advanced sales concepts such as premium financing alternatives, ILIT funding, and legacy planning
- The scalability of CHEIFS for national distribution
We’re excited to present CHEIFS at LIMRA because this audience understands how real estate wealth can play a bigger role in the financial plan,” said Anderson. “Shared equity—when structured the right way—can unlock new planning opportunities, while preserving client control.”
The CHEIFS team recently published a featured piece in Kiplinger’s Retirement Report, titled “A Fresh Approach to Funding Life’s Biggest Needs”, which continues to drive conversation among insurance leaders and wealth advisors.
Stay tuned for more highlights following the event, and visit www.cheifs.com to learn how CHEIFS is changing the conversation around home equity.
