Exploring Smarter Roth Conversions with CHEIFS and Wealthy and Wise+
Link copied
In Episode 5 of The InsMark Sales Idea Webinar Series, advisors are invited to take a deeper look at how Roth conversion strategies can be strengthened by comparing a client’s existing plan against a CHEIFS funded approach.
In this session, Chris Jacob walks through how funding decisions play a critical role in the success of Roth conversions. By modeling scenarios side by side, advisors can uncover tax and liquidity opportunities that traditional planning often fails to reveal.
Using InsMark software, including Wealthy and Wise+ integrated with CHEIFS®, Chris demonstrates how repositioning a portion of home equity can support more efficient Roth conversions without liquidating plan assets or reducing assets under management.
Advisors will see how these decisions affect long term outcomes across multiple dimensions, including taxes, liquidity, net worth, and estate value. The live demonstration highlights how modeling funding strategies clearly and transparently can help clients move forward with greater confidence.
Chris brings extensive experience using InsMark tools to elevate client results and close larger, more profitable cases. Alongside his partner Robert Strauss, he also co developed RePredict, an innovative tool that instantly optimizes life insurance illustrations and advanced proposals.
Episode 5 is powered by three integrated planning solutions
• Wealthy and Wise Plus for illustrating client strategies and long term financial outcomes
• CHEIFS for non debt home equity funding
• RePredict for instant illustration optimization
Webinar Details
Tuesday, February 17, 2026
9:00 AM Pacific/12:00 PM Eastern
Register HERE
This session is designed for advisors who want to go beyond traditional Roth conversion conversations and bring clearer planning insights to their clients.
