C.H.E.I.F.S. Presents Untapped Equity
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Introducing Cornerstone’s Home Equity Insurance /
Investment Funding Solutions
(“CHEIFS”).
A Must-Attend Event
Cornerstone Financing offers a transformational financial solution that provides homeowners a streamlined path to accessing their largest asset – home equity – for purchasing annuities, life insurance, long-term care, investments, and other financial planning options.
Unlike many financing options, CHEIFS does not use debt to access home equity. Instead, we only share a percentage of the home’s future value.
Co Founder Daniel Anderson will take us through an interesting and unique opportunity the CHEIFS program provides.
About the Speaker
Daniel P. Anderson-Founder, Chairman and Managing Member
Daniel’s visionary approach to creating seamless, personalized wholesale insurance execution has led to the 2006 launch of Madison Brokerage, later sold to Acrisure in 2019. He founded the Insurance Exchange of America in 1987, which he successfully sold to BISYS (Now CRUMP) in 2001, where he thrived as EVP of National Sales, spearheading acquisitions. A dynamic co-founder of Cornerstone/CHIEFS, Daniel P Anderson is a former LIBRA board member and has served on 30+ prestigious insurance carrier advisory boards.
Visit our Web Site: https://www.estateplan-hc.org
Membership Application or Change of Address: https://www.estateplan-hc.org/members/application
NAEPC Web site: https://www.naepc.org
