
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?
- A Rewarding Opportunity for Expanding Your Business
- A Planning Approach for Sales Is Superior to a Traditional Sales Approach
- Later Life Planning is a 2-For-1 Marketing Opportunity
- Success Comes from Understanding the Philosophy behind the Planning Approach
- Achieve Remarkable Results Using the Life Resource and Retirement Planning System
- How to Generate Leads for Candidates Who Will Agree to Life Resource Planning
- How Life Resource Planning Fits in with Veterans Pension Aid and Attendance Benefits
- How to Present Educational Workshops to Find Candidates for Life Resource Planning
- How to Produce Planning Candidate Leads from a Referral Network
- How to Persuade Potential Clients to Do the Planning
- When to Use the Strategy of Doing the Planning Approach for Free
- When to Use the Strategy of Charging a Fee for the Planning Approach
- How to Obtain Veterans Benefits through the Planning Approach
- How to Use the Planning System to Produce Printable or Online Planning Reports (PDF)
- How to Present a Life Resource Planning Survey Report to Your Clients
- How to Present a Retirement Planning Survey Report to Your Clients
- When and How to Use the Life Resource Analysis Questionnaire and Planning Report
- How to Use the System to Get Veterans Benefits for Your Planning Clients
- How to Find Potential Candidates for Veterans Benefits
- What You Get with the NCPC Life Resource and Retirement Planning System
- Why You Should Also Purchase the NCPC Successful Senior Marketing System
ACHIEVING SUCCESS THROUGH A PLANNING APPROACH
FINDING CANDIDATES FOR THE PLANNING APPROACH
GETTING POTENTIAL CLIENTS TO AGREE TO THE PLANNING APPROACH
USING THE PLANNING QUESTIONNAIRES AND REPORTS TO MAKE SALES
Purchasing the NCPC Marketing and Planning Systems