Cornerstone & InsMark to Showcase Breakthrough Home Equity Planning Innovation at NAILBA 44

This year marks an especially meaningful milestone — the first NAILBA showcase of the CHEIFS® integration inside InsMark’s Wealthy and Wise® Advanced planning platform. For the first time, advisors can model a non-debt home equity strategy directly alongside traditional retirement and insurance planning solutions.

As the industry navigates rising longevity, inflation pressure, and increasing demand for tax-efficient income strategies, this integration gives advisors a powerful new way to help clients:

• Unlock planned-for or dormant home equity without loans, interest, or monthly payments
• Fund annuities, life insurance, and long-term care strategies without portfolio disruption
• Strengthen income planning and improve estate-transfer outcomes
• Compare “status quo” vs. CHEIFS-enabled plans with compliant, measurable analytics

With more than $35 trillion in U.S. home equity — much of it owned by households approaching or in retirement — advisors need tools to help clients put that wealth to work without selling, borrowing, or compromising financial security. The CHEIFS + Wealthy and Wise Advanced integration delivers precisely that.

Visit Us at Booth #216
Cornerstone will be onsite with InsMark sharing case studies, platform walk-throughs, and advisor resources.
📍 Booth #216
🗓️ NAILBA 44 — November 9–12
📢 Live walkthroughs + Q&A with Cornerstone & InsMark

We look forward to connecting with insurance leaders, advisors, and distribution partners to explore how this innovation can support stronger client outcomes and new planning opportunities.

To learn more or schedule time at the booth:
👉 [email protected] 
👉 https://cheifs.com