LifeSite Logics Equips Financial Advisors with Tools to Help Families Navigate Retirement Lifestyle and Long-Term Healthcare Alternatives

LifeSite Logics' innovative resources allow professional advisors to effectively meet a growing need among affluent seniors for guidance in evaluating Continuing Care Retirement Communities(CCRCs) and other retirement living alternatives.

LifeSite Logics is the one-stop source for objective retirement lifestyle information. The North Carolina based company is launching a comprehensive web-based tool for financial advisors, lawyers, accountants, and other professionals who assist families in making important lifestyle and financial decisions. The subscription based software equips advisors with the resources to help retirees make better-informed decisions when considering a continuing care retirement community(CCRC).

Designed to be the definitive resource on CCRCs, the tool efficiently and accurately compiles information from communities throughout the United States. With North Carolina, Virginia, and Florida completed; the database will house information on CCRCs in South Carolina and other states along the East Coast by the end of the year. The software helps advisors guide senior clients, and adult children, through the maze of details and alternatives, as well as determine the potential financial impact of various scenarios.

Being able to see important data in side-by side comparisons gives clients peace of mind and confidence about such an important decision, while saving hundreds of hours researching contracts, amenities, services, etc.

The LifeSite Logics vision began in 2010, when Brad Breeding, a Certified Financial Plannerâ„¢ practioner began receiving questions about continuing care retirement communities. "I realized that prospective CCRC residents, financial advisors, and other professional advisors didn't have access to a central resource for comprehensive and unbiased data about CCRCs," said Breeding, LifeSite Logic's president.

He went on to say, "What makes our product unique is that it isn't simply a directory. It is more like an engine that houses an extensive database of information on CCRCs and an innovative financial calculator we call 'DecisionGenieâ„¢'. The DecisionGenie clearly reveals the fiscal impact of various contract alternatives and long-term healthcare scenarios. In addition to these powerful tools, we have built a comprehensive resource library with helpful information resources and industry links."

Professional advisors can call 877-699-2272 or email [email protected] for more information about this subscription based resource. See our video on "Choosing a CCRC" on LifeSite Logics' home page www.lifesitelogics.com

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Tags: Financial planners, retirement living, technology


About LifeSite Logics

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Brad Breeding
Press Contact, LifeSite Logics
LifeSite Logics
8354 Six Forks Rd. Suite 104
Raleigh, NC 27615
United States