Financial sales enablement for Life Plan (CCRC) Communities

Turn “How much does it cost?”
into “I can afford this.”

Financial anxiety stalls sales.

For over a decade, the team at myLifeSite.net has been educating Life Plan (CCRC) prospects about financial topics related to senior living. Our research shows that prospects cite cost and affordability as their primary concerns, yet financial conversations led by community sales counselors remain rare, uncomfortable, and often occur only after a prospect has stalled.   

That’s why we built MoneyGauge, the only financial sales enablement platform for Life Plan (CCRC) sales teams. Our financial transparency tools equip sales teams and prospects with the information and confidence they need to determine if a community is a good financial fit. From a prospect’s first visit to your website, MoneyGauge builds financial transparency into their decision-making process, improving the credibility and professionalism of your sales effort.

Trusted by Senior Living Leaders

Our sales team really values this tool because it immediately removes one of the biggest barriers in senior living sales, the perception that
‘I can’t afford it.’

Michelle Curnow

Senior Vice President of Sales and Brand

It’s a really helpful tool for the prospect, but equally important for us to get some preliminary financial intel.

Sandy Short

Director of Sales and Marketing, Collington- A Kendal Affiliate

To me, MoneyGauge is sort of a no-brainer. I think it’s just education… There’s no harm in letting people know where they stand when it comes to your community.

Becki Bees

VP of Sales and Marketing, Roland Park Place

When a MoneyGauge lead comes in it’s like a grand slam, especially if we already have background info on them.

Ashley Wade

Executive Director, Broadview at Purchase College

MoneyGauge has become an essential part of our sales success. It gives the prospect confidence about the most affordable options, while also giving us more credibility in financial discussions.

Lynn Tenbrink

Marketing Director, Lakeview

We are thrilled with MoneyGauge! Prospective residents always want to know if they can afford our community, and this is a wonderful starting point to help them (and us).

Jennifer Campbell

Marketing Director, The Outlook at Windhaven

Money Gauge helps our team prioritize new leads. It helps us ease the questions around affordability…it lets the prospective resident find out the answer…not in a sales office.

Allie Legay

Director of Sales, Searstone Retirement Community

Financial Transparency Fuels Sales

Conversion

Credibility

Confidence

Senior couple reviewing their personalized MoneyGauge assessment results on a tablet

MoneyGauge Financial Fit Tool

Convert web traffic into qualified, tour-ready leads. MoneyGauge is the only online calculator built specifically for Life Plan communities that, with just a few simple questions, helps your prospects determine if they are a good financial fit. Our tool converts passive visitors on your site into financially-qualified leads, saving your sales team hours of effort they would otherwise spend qualifying and screening prospects.

Learn More about MoneyGauge

Senior couple on a sofa discussing their options with an advisor

Financial Scenario Modeling

Confidently lead financial conversations with your prospects using our proprietary financial calculator. Designed for one-on-one consultative use, it builds on the insights from MoneyGauge with advanced scenario modeling tailored to your community’s contract types. With unlimited modeling capabilities, your sales team can easily help prospective residents gain additional financial clarity and confidence.

Learn More about Financial Calculator

Older couple reading a myLifeSite Resource Library article on a tablet

Resource Library +  Community Directory

Leverage the reach of myLifeSite, the web’s top destination for senior living financial research, and prospect-tested content to inform, educate, and guide your prospects through their discovery process.

Direct Traffic: Get featured on myLifeSite with links pointing straight to your community.
Exclusive Content: Access a dedicated library of high-quality, white-labeled content created exclusively for Life Plan prospects considering senior living.
Sales Enablement: Distribute expert resources during the sales process to resolve prospect anxiety

Learn More about myLifeSite