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.