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 reverse mortgage specialist.

As a reverse mortgage specialist, you probably rely on the public to have an understanding of the purpose of a reverse mortgage and then seeking you out for more information. You most likely rely on advertising, purchased leads and possibly referrals from professionals serving the senior market. We would like you to consider a new approach for generating leads that will also make it easier for you to close a reverse mortgage when you meet with these leads. With our approach, you will help seniors discover the need for a reverse mortgage – something many of them had not contemplated prior to your assistance – and generate many more closings because of it.

With life resource planning, you will take a holistic approach to working in the senior market and provide comprehensive guidance to seniors and their families regarding all of the issues that they will face in their later years. The goal is to recognize and fix all identifiable problems before they occur. And the problems or challenges are many. Loss of financial independence is certainly one of them but there are a host of other issues out there. Seniors are faced with a choice of living arrangements, physical challenges, health issues, caregiving issues, legal consequences of aging and dying, property ownership, taxes, inheritance issues, family relationships, debt, death of a partner, reliance on Medicare or Medicaid, potential for veterans benefits and many more issues in their later years.

This is where you come in with our planning approach. You will ask the appropriate questions through the use of our comprehensive survey questionnaires and you will provide the appropriate advice and referrals to various providers who can solve the problems. As a result of this unique approach, you will have gained the confidence of those seniors and their families with whom you are working. Providing sales of reverse mortgages will require little effort on your part because your newly found clients will see how the reverse mortgage fits in with the broader planning picture. You will be respected as a trusted advisor.

With our approach you will be much more successful in growing your business. We provide you the proper background training in order to help you find a network of support in the community for the seniors you are helping.

As a result of helping families with their aging loved ones, you will also be able to provide comprehensive retirement solutions to those families of those aging seniors you are assisting. These family members who are usually the children are typically age wise in their mid-50s through late 60s. We provide you background information and comprehensive planning tools to work with these individuals as well.

Our life resource planning and retirement planning system allows you to serve two generations. You will significantly increase your prospects for more business by taking advantage of this 2 for 1 marketing opportunity – providing solutions for aging seniors and for their children.