Financial sales enablement for Life Plan (CCRC) Communities
Transform Concerns into Confident Next Steps
Browse our platform of product and see real results from MoneyGauge clients who experience, on average, a 35x 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?
Financial clarity and lead generation
MoneyGaugeTM Financial Fit Tool
Developed by a Certified Financial Planner® and a CPA, MoneyGauge goes beyond financial pre-qualification to help prospects understand their financial fit- and equip sales teams for more meaningful affordability conversations.
- Customized to your community’s contracts, pricing, and brand
- Hands-off financial pre-qualification with seamless CRM integration
- Advanced financial engine incorporating longevity, care costs, inflation, and growth assumptions
- Built-in analytics with conversion and marketing attribution insights
- Per-prospect annual cash flow projections for account administrators
- Pair it with MoneyGaugeNEXT for a more complete financial view- and more informed decisions during affordability scenario modeling.
SALES ENABLEMENT
MoneyGaugeNEXT TM
Take the NEXT step using our sophisticated financial scenario modeling tool to meet with prospects, map scenarios, compare various options, and build confidence in their financial decision-making.
- A user-friendly, professional financial modeling tool for senior living that builds trust and speeds decisions.
- Consumer-ready reports with vibrant visuals to share with prospects and their decision-makers.
- Custom inputs, unlimited users, and individual prospect folders- all in one annual fee.
- Scenarios tailored to your community’s contracts, units, pricing, and care settings.
- Robust year-over-year modeling for long-term planning.
- Intuitive interface with ongoing training and sales team support.
- Monte Carlo simulations and probability analysis coming soon!
Prospect Education
Resource Library
Today’s prospects want to be educated, not sold. Use our Resource Library to source expert-created content for creative follow-ups, social media, or to enhance your digital marketing content strategy.
- Third-party educational resources, relevant media articles, and 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.
- Weekly-updated, aggregated media links relevant to you and your prospects.
- Unlimited users and downloads for one flat annual fee.
Authority Building
myLifeSite Community Profile
What if your community could reach more qualified prospects without increasing your advertising spend?
A myLifeSite Premium Community Profile puts your community in front of a highly relevant audience actively researching retirement living options. myLifeSite.net reaches nearly 200,000 new users each year, helping your community:
- Increase visibility with engaged prospects
- Drive referral traffic and qualified inquiries
- Gain a valuable backlink that supports SEO and brand visibility
Premium Profiles average approximately 150–200 profile views and 45–55 website click-throughs annually. Based on estimated industry lead values, that represents roughly $7,500 in annual lead value and an estimated 20X ROI—before factoring in the longer-term SEO and brand benefits.
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.”
“MoneyGauge is our number one lead generating tool.”
“When MoneyGauge is the second touchpoint, conversions increase.”
35x Your ROI with MoneyGauge
Based on an average Life Plan customer using ALL platform products at an annual spend of $10,500.
$
Dollar Value of FQLs Generated by MoneyGauge over 12 months.
Per-unit value reflects both the cost of a sales-qualified lead ($520) and efficiency gains from automated financial pre-qualification ($150). Sources: Bild & Co (2024), APFM
$
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).
$
Estimated Annual Subject Matter Content Savings with Resource Library
The estimated internal cost (time/research/compliance) saved by using ready-made, specialized financial 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 Annual MQLs from Community Directory Profile Listing
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.
Starting at $500
/ year
Standard Pricing
MoneyGauge* ($5,700)
MoneyGaugeNEXT * ($3,500)
Resource Library* ($2,500)
Community Profile ($500)
MoneyGauge Complete
Our core financial tools bundled for top performance.
$8,200
/ year
Save $1,000 / year
MoneyGauge
MoneyGaugeNEXT
The Full Platform
The complete suite for maximum prospect engagement.
$10,200
/ year
Save $2,000 / year
MoneyGauge
MoneyGaugeNEXT
Resource Library
Community Profile
All pricing is per location, per year. We recommend bundling our solutions for optimal results. Multi-site pricing is available; inquire with sales for more information. *New customer pricing, effective summer of 2026.
Ready to transform your sales process?