Cornerstone Financing, Llc

We provide homeowners and financial professionals with a modern, non-debt way to access home equity — without selling, borrowing, or taking on monthly payments. Our flagship solution, CHEIFS® (Cornerstone Home Equity Insurance/Investment Funding Solutions), enables homeowners to convert a portion of their home equity into liquidity to fund insurance, retirement income strategies, wealth transfer planning, and long-term care — while keeping full ownership and lifestyle control. Cornerstone is the first company to bring institutionally backed home equity access directly into the wealth-planning ecosystem. Through our integration with InsMark’s Wealthy & Wise® Advanced platform, advisors can now model home equity as an asset class alongside traditional retirement and estate strategies — powering more flexibility, tax-efficient diversification, and improved long-term outcomes for clients.