WHY THE
Senior Planning Division?
10,000+
people turn 65 every day
$24T+
in equity
$90T+
in wealth
46M
homeowners
(most own 50% or more of their homes)
72%
of transactions involved a senior on one side
-
42% of buyers 55+
-
62% of sellers 55+
Less than 1%
of agents specialize in seniors
Resources to Support Your Growth
Gain access to specialized education, expert coaching, proven strategies and powerful resources designed to help you serve seniors and their families at a higher level and build a successful, sustainable business.
Multiple streams of revenue
Multiple transactions
Multiple generations of clients
Proven strategies & business models
Education & Certifications
Expand your expertise. Build lasting value.
Get in-depth training on valuable topics that give you knowledge and confidence to be a true specialist in senior real estate. Each certification focuses on a key area to help you, protect, and grow generational wealth.
Senior Relocation & Transition Specialist
Help families navigate life transitions and explore available resources and options.
Trust Sales Specialist
Understand trust sales, estate planning and how to protect and transfer wealth through real estate.
1031 Exchange Specialist
Learn 1031 exchange requirements, how to fail proof them and how to help investors and wealth clients.
DST Specialist
Learn about Deffered Sales Trusts and Delaware Statutory Trusts and how they minimize or eliminate capital gain taxes.
Capital Gain Tax Strategies
Learn 14 legal strategies to help clients understand and plan for capital gains and know when to bring in the right team.
Probate Sales Specialist
Help families navigate probate and build partnerships with attorneys, fiduciaries and professional administrators.
Family Feud Prevention & Legacy Planning
Guide families through preventing disputes, discussing legacy, and blessing their kids while they are alive.
Real Estate Planning
Build a real estate plan, analyze a portfolio and understand real estate as a financial instrument.
Certified Senior Real Estate Planner
Showcase your expertise and implement what you've learned in your businesss and with clients.
THE 8 PILLARS OF
THE SENIOR MARKET
Build Your Business Around the Senior Market
CORE
Relationships
Senior Living
Communities
Senior Industry
Professionals
Senior Expos &
Networking Events
Lunch & Learns and Webinar
Social Media
Specialty Niches
within the Senior Space
Role Playing & Talking Tracks
COACHING & MENTORING
Don't Just Learn It. Learn How to Use It.
Group Coaching
Learn together and implement strategies.
Get group coaching and 1 on 1 mentoring to help you implement what you learn, get more business and serve your clients at a higher level
1 on 1 Mentoring
Get personalized guidance for real client situations.
Masterminds
Learn from agents across the country and share best practices.
TALKING TRACKS & ROLE PLAYING
Get access to scripts and practice for conversations with communities, professionals, families, potential clients and referral partners.
MARKETING & BRANDING SUPPORT
Access templates, slide decks, branding guidance and strategies to build your personal brand and stand out in the senior market.
LEADS & OPPORTUNITIES
Learn proven campaigns using social media ads, print, and events. Done for you campaigns may also be available at an additional cost.
Membership Options
SENIOR PLANNING DIVISION
Choose the plan that fits your goals.
Certification training
Masterclasses & masterminds
Talking tracks & scripts
What Your Membership Includes
Marketing templates
Monthly slide decks
Certification assessments
First 100 Members Bonus
Four in-person masterminds, including hotel, flights, and transportation.
Monthly Billing: 1st of each month. Cancel by the 15th to stop the next month's charge.Access ends on the 1st of the following month. Payments are nonrefundable, except as required by law.
