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InsMark and Cornerstone Financing Announce Industry-First Integration of CHEIFS Into Wealthy and Wise® Advanced Financial Planning Platform

CHEIFS will appear in Wealthy and Wise Advanced as a funding alternative within the software’s side-by-side scenarios. Advisors can instantly model a “status quo” scenario against a “CHEIFS-funded” plan, allowing them to quantify improvements to net worth, liquidity, and estate transfers over time — all customized to each client’s age, goals, and risk profile.

https://insmark.com/

https://cornerstonefinancing.com/