The following were specifically created for professionals who offer products or services to seniors and their families. These tools will help you market and implement long lasting solutions for your clients.
LIFE RESOURCE & RETIREMENT PLANNING SYSTEM - NOW ONLINE!
This planning will guide your clients as they prepare for their final years of life. Online questionnaires will produce PDF reports to help your clients plan for long term care, access government benefits, find funding, set aside money for death benefits, and preserve assets.
SUPPORT FOR THOSE WHO HELP VETERANS
- Continuing Legal Education (CLE) - Now Online!
- VA Accreditation Study Materials (for claims agents)
- 2024 Book: "How to Apply for Department of Veterans Affairs Benefits for Veterans and Their Survivors"
THE CLRP™ DESIGNATION
CERTIFIED IN LIFE RESOURCE PLANNING
The Society for Life Resource Planning sponsors individuals who desire to earn the "Certified in Life Resource Planning" designation (CLRP™). Graduates will have the background knowledge necessary to successfully execute the Life Resource Planning Process on behalf of potential clients.
INCREASE YOUR BUSINESS BY ORGANIZING A LOCAL COUNCIL
We encourage our members to organize local councils in their area. Local councils market together and offer workshops, information and help for caregivers, and comprehensive "one-stop shopping" solutions to seniors and their families.
EDUCATIONAL PRESENTATIONS FOR SENIOR LIVING COMMUNITIES
These educational videos and workbooks will increase your facility occupancy by remotely or locally educating potential residents about government programs to boost their incomes. Having more in-pocket cash from the government will allow potential or existing residents to afford to live in your community.
BOOK: How to Apply for Department of Veterans Affairs Benefits for Veterans and Their Survivors (2024 Edition)
We are proud to offer this new book as resource for veterans, their families, and for those who assist veterans. This book incorporates VA's "Fully Developed Claims" procedures with detailed instructions on filing for 25 different types of benefits including Pension, Aid & Attendance, DIC, Compensation, Burial, and more.
