Coffee Talk with BGA Insurance Episode 20 // Inside John Hancock’s Vitality Program: How Incentives Drive Healthier Lifestyles
Coffee Talk with BGA Insurance – Episode 18
In this episode, Trent chats with Dan Anderson, Co-Founder and Chairman of Cornerstone Financing, to discuss innovative strategies for funding life insurance that go far beyond the traditional. Dan shares how Cornerstone is aligning the interests of asset advisors and life insurance agents to create a powerful, collaborative model that maximizes client value.
They dive into unique approaches for growing wealth outside of the estate—including how to leverage home equity without incurring debt to fund life insurance and unlock financial potential. If you’re looking for creative, strategic ways to protect and grow wealth while keeping estate planning efficient, this conversation is worth a listen!
Grab the marketing materials:
https://digital.aspiremagazine.us/aspiremag/library/page/may___june_2025/21/
https://cornerstonefinancing.com/news/reimagining-home-equity-as-a-strategic-asset/
https://drive.google.com/drive/folders/1WrmOPYzUM0P8betTjWraEDV7Cm8gB48q?usp=share_link
Skip Ahead:
0:00-4:29 Meet Dan Anderson
4:30-5:55 Residential Fractional Ownership Explanation
5:56-8:00 Repositioning Home equity for gain
8:00-9:22 Differentiation of CHEIFS from debt instruments
9:23-11:52 Discovering Residential Fractional Ownership Opportunity
11:53-14:30 Due diligence
14:30-19:05 Alignment of financial services
19:06-24:50 Use for Life Insurance
24:50-31:00 Ideal Audience
31:01-35:19 Estate tax opportunities and other creative opportunities
35:20-36:49 Where to find CHEIFS and Dan Anderson
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Questions? Anything you want to hear? Contact us!
https://www.bgainsurance.com
info@BGAinsurance.com
(949) 955-0255