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
Developed by a Certified Financial Planner ® and a CPA, MoneyGauge harnesses the power of financial pre-qualification to drive more efficient sales and marketing success.
- 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 our Financial Calculator for a more complete financial view— and more informed decisions during affordability scenario modeling.
SALES ENABLEMENT
Financial Calculator
Use 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
Establish your authority and expertise as a transparent LifePlan (CCRC) community with a Community Profile on myLifeSite.
- Elevate your community’s reputation as a financially transparent Life Plan Community (CCRC) in our national search tool located on our popular website for Life Plan 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.”
“When MoneyGauge is the second touchpoint, conversions increase.”
30x Your ROI with MoneyGauge
Based on an average LifePlan 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)
Financial Calculator* ($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
Financial Calculator
The Full Platform
The complete suite for maximum prospect engagement.
$10,200
/ year
Save $2,000 / year
MoneyGauge
Financial Calculator
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?