Optimized Advisor Podcast

Unlocking Dormant Wealth: The Future of Home Equity with Dan Anderson, Cornerstone Financing

Episode Summary

On this episode of the Optimized Advisor Podcast, host Scott Heinila speaks with industry veteran Dan Anderson, who shares his journey from four decades in insurance distribution to co-founding Cornerstone Financing. Dan introduces Cheifs, a new financial tool designed to unlock home equity without debt, interest, or age restrictions. The conversation explores how this innovative product can support financial advisors and clients with smarter, more efficient planning strategies.

Episode Notes

On this episode of the Optimized Advisor Podcast, host Scott Heinila speaks with industry veteran Dan Anderson who shares his journey from four decades in insurance distribution to co-founding Cornerstone Financing. Dan introduces Cheifs, a new financial tool designed to unlock home equity without debt, interest, or age restrictions. The conversation explores how this innovative product can support financial advisors and clients with smarter, more efficient planning strategies.

In this episode You'll Learn the Following:

Dan’s background in building and selling insurance firms
Introduction to Cheifs: a way to convert home equity into tax-free cash
How it differs from reverse mortgages: no payments, no age limit, low fees
Ideal clients: affluent homeowners with high equity
Use cases: life insurance funding, estate planning, retirement cash flow
Advisor access and states where Cheifs is currently available

Connect with Scott on LinkedIn
Connect with Dan on LinkedIn

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For more on Cornerstone Financing/Cheifs click here