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 Life Resource Survey 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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Our Online Questionnaires will produce PDF Surveys for you to print and present to your clients...

Life Resource Survey Sample Sample - Questionnaire & Printable Plan

The Life Resource Planning Philosophy consists of helping aging seniors and their families prepare for their later years by planning for long term care, accessing government benefits, finding sources of funding, setting aside money for death benefits, preserving assets, and preparing for the possibility of Medicaid. Through this process, you will act as a problem-solver rather than a sales-person. You may charge a fee for each survey you produce if you choose. The surveys are designed to provide specific guidance for your clients' and will naturally lead them to arrange for additional services from you.

How is a survey made and presented? | What do I get? | Subscribe for $19.00/mth | Watch our Webinars

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



How can this system help me? I am a...

Financial Planner | Home Care Provider | Attorney | Insurance Specialist | Geriatric Care manager
Placement Specialist | Real Estate Agent | Reverse Mortgage Specialist | Watch our Webinars



Watch Our Past Webinars on the System


November, 2017 | Webinar Archive



Article Series - Why Should I Use a Planning Approach to Increase My Sales and Grow My Business?

    ACHIEVING SUCCESS THROUGH A PLANNING APPROACH

  1. A Rewarding Opportunity for Expanding Your Business
  2. A Planning Approach for Sales Is Superior to a Traditional Sales Approach
  3. Later Life Planning is a 2-For-1 Marketing Opportunity
  4. Success Comes from Understanding the Philosophy behind the Planning Approach
  5. Achieve Remarkable Results Using the Life Resource and Retirement Planning System

    6. FINDING CANDIDATES FOR THE PLANNING APPROACH

  6. How to Generate Leads for Candidates Who Will Agree to Life Resource Planning
  7. How Life Resource Planning Fits in with Veterans Pension Aid and Attendance Benefits
  8. How to Present Educational Workshops to Find Candidates for Life Resource Planning
  9. How to Produce Planning Candidate Leads from a Referral Network

    10. GETTING POTENTIAL CLIENTS TO AGREE TO THE PLANNING APPROACH

  10. How to Persuade Potential Clients to Do the Planning
  11. When to Use the Strategy of Doing the Planning Approach for Free
  12. When to Use the Strategy of Charging a Fee for the Planning Approach
  13. How to Obtain Veterans Benefits through the Planning Approach

    14. USING THE PLANNING QUESTIONNAIRES AND REPORTS TO MAKE SALES

  14. How to Use the Planning System to Produce Printable or Online Planning Reports (PDF)
  15. How to Present a Life Resource Planning Survey Report to Your Clients
  16. How to Present a Retirement Planning Survey Report to Your Clients
  17. When and How to Use the Life Resource Analysis Questionnaire and Planning Report
  18. How to Use the System to Get Veterans Benefits for Your Planning Clients
  19. How to Find Potential Candidates for Veterans Benefits

    20. Purchasing the NCPC Marketing and Planning Systems

  20. What You Get with the NCPC Life Resource and Retirement Planning System
  21. Why You Should Also Purchase the NCPC Successful Senior Marketing System