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

For more on The Optimized Advisor Podcast click here
For more on Cornerstone Financing/Cheifs click here  

Follow us on LinkedIn
Follow us on Instagram
Follow us on Facebook

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com

Optimized Insurance Planning