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



Request Information

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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How can this unique planning approach help me increase sales and expand my business?

I am a geriatric care manager or a care placement specialist.

Finding new clients can be a challenge. For those geriatric care managers or for those practitioners who specialize in placement, there is always competition from others who are doing the same. Our planning approach will produce new business for a geriatric care manager. It will also help differentiate placement services by making the placement manager a trusted advisor instead of simply a provider of facility referrals. This differentiation from others, who are providing the same service, will make a geriatric specialist unique in the eyes of potential clients.

Going the additional mile in offering a comprehensive planning approach not only creates a better relationship with potential or existing clients, but it also results in numerous referrals from the family members of these clients in the future.

Approximately 20% of aging seniors might be eligible for the veterans benefit called pension aid and attendance. Our system uncovers the potential eligibility for this benefit. Our organization also helps care managers and care placement specialists to obtain this benefit for their clients which in turn will pay for the needed services that are being recommended by the specialists.

By using our comprehensive planning approach, care managers or care placement specialists will end up having more satisfied clients, producing referrals for future business and uncovering funding benefits for their clients.