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 real estate agent specializing in the senior market.

We have observed that some real estate agents enjoy working with seniors and also providing advice or services with downsizing, moving and setting up at a new location – typically a smaller place or assisted living or in the home of a loved one.

Our unique life resource planning and retirement planning system fits very well with a real estate agent who specializes in this area of support. By using our approach, you will gain the confidence of the senior and the family of the senior with whom you are working. You will also uncover many challenges that the family have not anticipated and help them solve those challenges. Creating that rapport and confidence will easily put you in a position to sell the property and provide additional services through your network of referrals.

Through the satisfaction that you will create, you will receive referrals and you will have the opportunity of working with the children of the seniors you are helping. They may likely need your services as well because they are typically anticipating retirement and may also be anticipating downsizing or moving to a new location.

By using our planning approach, not only will you serve an aging senior market, but you will also gain business by serving their children who are near retirement or recently retired.