Life Resource Planning

Life Resource & Retirement Planning System

Helping Two Generations Plan for Their Later Years

$19/mth* for members | $39/mth for non-members | Register Now!

Why Use a Planning Approach?

Video - Thomas Day, Director of the NCPC


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How to Use the Planning System

Video - Tour of the Life Resource Planning System


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(PDF) Instructions for Using the Planning System to Generate a Planning Report for your Client



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Please contact us toll free at (800) 989-8137. We can discuss how to integrate these tools into your existing practice. We are available 9-5 MST. If you prefer, feel free to request information or submit a question in the form below.

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Later Life Planning is a 2-For-1 Marketing Opportunity

When you do a Life Resource Survey, you are almost always working with the children of the aging seniors or younger family members who are in turn helping their aged loved ones make decisions. Once you have successfully helped the aging senior with the issues that need to be solved, you will have created a great deal of credibility and trust with the family member with whom you are working. This rapport that you have developed will also allow you to work with the children or the younger family members for retirement planning.

We have also designed a survey for you to work with the younger family members and help them in their retirement years. This is called a Retirement Planning Survey. The purpose of doing a retirement planning survey is to help these individuals – who are typically younger than the aging seniors – to solve different problems they are facing with retirement decisions. These people are typically age-wise in their middle 50s through late 60s. Working with the children or other younger family members also gives you an opportunity to provide your services or products to the children resulting in a 2-for-1 marketing opportunity.

You can find the step-by-step instructions for doing a Retirement Planning Survey by going here. The Retirement Planning Survey is a comprehensive approach to helping individuals in their mid-50s through 70s make appropriate retirement decisions. Not only does the survey look at financial issues, Social Security and Medicare, but it also looks at choices that have to be made for relocation, downsizing, planning for long-term care, estate planning and much more.

The survey covers 22 different issues confronting people anticipating retirement or early on in retirement. Assuming that you would do a survey for a single person or a couple anticipating retirement or already in retirement, you would probably bring up about 7 through 11 different issues to consider. You would sit down with them and go over the written issues and attempt to help them with their decisions. Just as with the Life Resource Survey which brings up issues that lead to talking points that lead to sales, the Retirement Planning Survey is designed to do exactly the same thing.

The types of products and services you would expect to sell through a retirement survey could include

  • pre-and post-retirement investments,
  • annuities,
  • health insurance,
  • legal services,
  • long-term care insurance,
  • new quotes for home and auto insurance,
  • uncovering veterans benefits,
  • Medicare supplements or advantage plans
  • and much, much more.