Cornerstone Financing to Attend NAILBA 45 in Orlando, October 21-24

Cornerstone Financing will be attending NAILBA 45, the annual meeting of the National Association of Independent Life Brokerage Agencies, taking place October 21-24, 2026 at the Gaylord Palms Resort & Convention Center in Orlando, Florida. Co-CEO and Co-Founder Dan Anderson will attend alongside the team from InsMark LLC, Cornerstone’s financial modeling partner.

NAILBA’s annual meeting brings together more than 800 member agency principals, carriers, and solution providers across the independent life brokerage channel, ranging from agency c-suite executives and case managers to carrier senior leadership. This year’s program includes new annuities-focused content, an expanded operations and technology track, and expanded panel discussions featuring insurance carrier CEOs, underwriting leaders, and distribution leaders.

For Cornerstone, NAILBA 45 is an opportunity to continue conversations happening across the brokerage community about home equity’s role in financial planning. Through the integration of CHEIFS®, a non-recourse home equity investment agreement (HEI), into InsMark’s Wealthy and Wise+™ platform, advisors and agencies can model planning scenarios that evaluate home equity alongside traditional funding approaches for insurance, annuity, and retirement strategies.

If you’re attending NAILBA 45 and would like to connect with Dan or the InsMark team in Orlando, reach out to schedule time during the meeting.

EVENT DETAILS
NAILBA 45 Annual Meeting
October 21-24, 2026
Gaylord Palms Resort & Convention Center, Orlando, FL
Event information: https://www.finseca.org/nailba-annual-meeting

DISCLOSURES

InsMark® and Wealthy and Wise+™ are service marks of InsMark LLC and are used with permission.

CHEIFS is a home equity investment agreement (or “HEI”), not a loan. This is not an offer or commitment. CHEIFS is subject to underwriting and approval, including property appraisal(s) and verification of credit history, property condition, title, and property insurance, among other things. The subject property may not be in foreclosure or bankruptcy. Performance of the CHEIFS agreement is secured by a mortgage or trust deed, depending on the state, in no lower than second lien priority. Minimum investment payment is $70,000. Owner-occupied, 1-2 unit residential properties only. The equity share return becomes payable upon a settlement event and is calculated as a percentage of the home’s future value, subject to the program’s cost cap. Homeowner pays an origination fee plus appraisal, title, recording fees, and other closing costs. Homeowner must occupy and maintain the property and remain current on property insurance, taxes and assessments, and payments on any other mortgages. Terms may vary and are subject to change. Additional conditions apply. Not available in all states.

Cornerstone acts for itself, as the investor, and not as an agent or broker for the homeowner or any third party. There is no agency relationship between Cornerstone and a homeowner related to the CHEIFS agreement.

Cornerstone does not offer HEI products or solicit business related to properties located in the states of NY, MN, and certain other states. Please visit cheifs.com/licensing for a list of states where CHEIFS is offered. CHEIFS is offered exclusively by Cornerstone Financing LLC, and its subsidiary Domus Funding Corp. (in California only), and does business as “Domus Funding LLC” in NM and OH and as “Domus Funding” in NH. Principal Office: 86 Summit Ave., Ste. 201, Summit, NJ 07901. Toll-free (855) 462-4343. NMLS #2557707, www.nmlsconsumeraccess.org. CA DRE license #02248492. Not licensed in all states. Cornerstone’s HEI product is not offered under state mortgage lending licenses.

© 2026 Cornerstone Financing LLC. “CHEIFS CONVERTING HOME EQUITY INTO FINANCIAL SUCCESS” and “CHEIFS” are registered service marks, and the CHEIFS logo is a service mark, of Cornerstone Financing LLC. All rights reserved.