Life Resource Planning

Conference attendees receive a free 30 day trial of the Life Resource Planning System. Life Resource Planning (LRP) is an online software planning system designed by the National Care Planning Council. Potential aging senior clients, represented by their children through proxy, fill out an online questionnaire of 120 questions. The Life Resource Planner automatically receives this completed questionnaire in his or her personal online Life Resource Planning database. In a matter of minutes, the planner brings up the questionnaire on his or her computer, clicks on a button and automatically produces a professional looking planning report in PDF format, based on the questionnaire.

This report is then used to go over all of the planning issues relating to the aging senior and his or her family support. The typical report generates about 10 to 15 paragraphs of talking point issues that will lead to sales of services or products. Life Resource Planning can address up to 29 different planning issues. The report also includes financial information and if it applies, estimates of dollar amounts of veterans benefits.

The system costs $19.00 per month for members of the National Care Planning Council and $39.00 Per month for nonmembers. Joining the council is an easy task and basic membership is only $8.00 a month. The monthly fee allows users to produce as many plans as they choose. There is no underlying contract to maintain the services. Conference attendees receive a 30 day free trial by going to www.LRPsystem.com and registering. No credit card information is required.

An added valuable feature of Life Resource Planning includes a separate questionnaire targeted towards the children of aging seniors and their needs. This questionnaire will produce a plan that focuses more on retirement issues, planning for retirement, including preparation of legal documents, and preservation of assets. Having this second option allows the planner to generate a 2-for-1 marketing opportunity not only for the aging senior but also for the younger generation.

We will discuss the Life Resource Planning System in the conference and have individuals who have success using the system report on its effectiveness in a panel discussion.

Pages

Agenda
Learn
Presenters
Details
Register
Hotel
Vendors
Sightsee
About
Contact

National Care Planning Council
Senior Veterans Service Alliance

PO Box 1118
Centerville, UT 84014
800-989-8137
contact@longtermcarelink.net

Photos are from Shutterstock

*The format of this live training course, is generally acceptable for credit with most State Bars. We will provide you instructions on how to apply for credit in your state if it is not pre-approved below. The course is also pre-approved for State MCLE credits in the following states for the following hours:

California 6 Hours
Washington 7.25 Hours
Nevada 6 Hours
Colorado 7 Hours
New Mexico 6 Hours
Utah 6 Hours
Idaho 6 Hours
Wyoming 6 Hours
Florida 7 Hours
Georgia 7 Hours

More states coming soon...
The course does not include any credits for ethics.

**This CLE training is also approved by the Department of Veterans Affairs, Office of General Counsel for meeting CLE requirements for maintaining accreditation. This training will meet the mandated first year CLE requirements or for any ongoing 3 hours of CLE on veterans law and procedures required every two years (see 38 C.F.R. § 14.629). The information in this course and the detailed handbook that comes with the course are a result of knowledge derived from our participation in thousands of claims for veterans disability benefits. If you wish to become accredited by the Department of Veterans Affairs, please contact us and we will provide you instructions on how to become so. It takes several months to become accredited and if you wish to use this course to meet your first year requirement for VA Accreditation CLE, you must file your application at least 4 months before attending the conference.

Attend and Learn about Life Resource Planning