Upcoming Webinar: New Strategies for Moving Home Equity into Deferred Annuities

In the next episode of The InsMark Sales Idea Webinar Series, we’ll take a closer look at a planning approach that is gaining significant traction among advisors: using CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions) to reposition a portion of home equity into a deferred annuity—without loans, interest, or monthly payments.

By integrating CHEIFS directly with Wealthy and Wise+, advisors can now model this strategy in side-by-side scenarios that highlight real trade-offs, liquidity outcomes, and long-term planning implications.

What You’ll Learn

In this session, Chris Jacob, CFP, will demonstrate how home equity can be converted into strategic planning capital that supports income, legacy, and risk management goals. Chris will walk through case studies that show how different decisions affect:

• Short-term liquidity and cash flow

• Medium-term portfolio protection and tax positioning

• Long-term retirement income and wealth transfer

This approach gives advisors a practical way to strengthen client plans while avoiding the need to sell securities or disrupt well-positioned portfolios.

Episode #4 Features

This session brings three powerful planning platforms together:

• Wealthy and Wise+ – for illustrating client strategies and long-term outcomes

• CHEIFS® – for innovative non-debt home equity funding

• RePredict – for instant illustration optimization and case-building

Why This Matters for Your Practice

If you’re looking to expand beyond traditional life insurance presentations and adopt planning strategies that reposition assets with measurable outcomes, this session provides both the framework and the tools to apply immediately with clients.

This webinar series is designed to be highly actionable, with clear steps to take into your next client meeting.

Live Webinar Details

Tuesday, November 18, 2025
9:00 AM Pacific / 12:00 PM Eastern

→ Register now

We look forward to having you join us for the session and the live Q&A that follows.