Financial sales enablement for Life Plan (CCRC) Communities
Transform concerns into confident next steps.
Browse our platform of LifePlan products and see real results from MoneyGauge clients who experience, on average, a 36x return on their annual MoneyGauge spend.
Product pricing is listed in each relevant section. We recommend clients bundle our solutions for optimal results and offer bundled and multi-site pricing.
Ready to give your prospects the confidence to move forward?
Lead Generation
MoneyGauge Financial Fit Tool
Turn your website into a lead-gen machine with an intelligent financial qualification tool developed by a Certified Financial Planner(™) and a CPA.
- Embedded prospect affordability calculator for your website.
- Customized to your community’s contract types, pricing and care settings.
- No-touch financial lead qualification including seamless integration with your preferred CRM.
- Robust financial engineering that factors in life expectancy, cost adjustments for various levels of care, inflation, hypothetical growth rates, and more.
- Native analytics dashboard with conversion and attribution data.
- Per-prospect annual cash flow projections for Account Admins.
- Pair with our Financial Calculator to easily gather prospect information for and prevent surprises during more in-depth affordability scenario modeling as required by your community.
SALES ENABLEMENT
Financial Calculator
Use our sophisticated financial scenario modeling tool to meet with prospects, map scenarios, investigate various options, and build confidence in their financial decision-making.
- A user-friendly, professional-grade financial modeling tool built for senior living that increases trust with prospects and accelerates decisions.
- Custom inputs, unlimited community users and prospect scenarios included in a single annual fee.
- Financial scenarios customized to your community’s contract types, units, pricing and care settings.
- Vibrant illustrations and graphs packaged in consumer-facing reports to share with prospects and their decision-making team.
- Robust, year-over-year scenario modeling that can compare and contrast various community options with a few simple clicks.
- An intuitive interface with ongoing training and support available for sales teams.
- Monte-Carlo simulations coming soon!
Prospect Education
Resource Library
Today’s prospects want to be educated, not sold. Use our Resource Library to source expert-created and approved content for creative follow-ups with prospects, for use on social media, or to enhance your digital marketing content strategy.
- Third-party educational resources, relevant media articles, white-labeled content organized by category and sub-category for easy retrieval.
- Customize white-labeled senior living decision-making content created by our Founder and Certified Financial Planner, Brad Breeding, to use with prospects.
- Aggregated links to media articles that are timely and relevant for you and your prospective residents – updated weekly.
- Unlimited downloads and users for one flat, annual fee.
Authority Building
myLifeSite.com Community Profile
Establish your authority and expertise as a financially transparent LifePlan (CCRC) community with a Community Profile on myLifeSite.com.
- Elevate your community’s reputation by aligning with a high-quality senior living resource.
- Stand out as a financially transparent Life Plan (CCRC) community in our national search tool located on our popular website for LifePlan consumers.
- Connect with educated prospects who understand the benefits of a retirement community.
- Customize the amenities, messaging, and imagery that make your community unique.
Built for Senior Living Sales
Fully Customizable
Match your community’s branding with custom colors, logos, and messaging.
Mobile First
Perfect experience on any device, from desktop to smartphone.
Secure Environment
Enterprise-grade security for sensitive financial information.
Lightning Fast
Real-time calculations and instant results keep prospects engaged.
Hear from Our Customers
“In the time we’ve been with MoneyGauge, we’ve added over 3,000 financially qualified leads.”
“With MoneyGauge, we went from a 20% to a 45%+ conversion rate.”
“I would definitely recommend MoneyGauge as a tool for sales teams.”
30x Your ROI with MoneyGauge
Based on an average, randomized LifePlan customer using all platform products at an annual spend of $10,500.
$
Dollar Value of SQLs Generated by Online Calculator in L12 months.
Our per unit logic combines the weighted pipeline value of a lead ($520) with the operational cost savings of automating the financial qualification process ($150). Data sources include Bild & Co (2024 Sales Benchmarks) & APFM (Standard Commission Amt)
$
Dollar Value of Lost Revenue Days Avoided with Financial Calculator Modeling
Revenue gained by shortening the typical 120-day sales cycle by 33% (40 vacancy days saved at $183/day). Reference sources include NIC MAP Vision (Daily Rates) & Aline (Sales Cycle Length).
$
Dollar Value of Subject Matter Expert Content Savings in L12 Months with Resource Library
The estimated internal cost (time/research/compliance) saved by using ready-made, specialized finanical and senior living content rather than drafting it from scratch. Referenced sources include the Editorial Freelancers Association (EFA) 2025 Rate Sheet (Fin. Writing).
$
Dollar Value of MQLs from Community Directory Listing in L12 Months
Search Ad Replacement Cost: The estimated cost to purchase a comparable high-intent visitor via Google Ads (based on 2025 avg. Search CPC of $5.26, discounted for conservatism).
Bundle and Save
A La Carte
Select individual products tailored to your needs.
Varies
Standard Pricing
MoneyGauge ($5,500)
Financial Calculator ($4,500)
Resource Library ($2,500)
Community Profile ($500)
MoneyGauge Complete
Our core financial tools bundled for top performance.
$9,000
/ year
Save $1,000 / year
MoneyGauge
Financial Calculator
The Full Platform
The complete suite for maximum prospect engagement.
$11,000
/ year
Save $2,000 / year
MoneyGauge
Financial Calculator
Resource Library
Community Profile
All pricing is per location, per year. We recommend clients bundle our solutions for optimal results. We offer multi-site pricing, inquire with sales for more information.
Ready to transform your sales process?