Later Life Planning® Signs on to Team up with RIO Genesis

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Breakthrough technology platform and affiliation with national real estate brokers will enhance Later Life Planning’s® unique programs.

RIO Software Solutions today announced:

Calabasas, California-based The Life Planning Companies has signed on with RIO Genesis to take advantage of their breakthrough technology platform, its affiliated national real estate broker organizations, the NRBA, as well as numerous RIO Genesis users, real estate brokers and agents, according to Michael Krein, Ph.D., CEO of RIO Genesis Software Solutions. As premium providers of life and estate planning services, The Life Planning Companies fully understands the housing needs of seniors, and since such a high percentage of real estate transactions now involve seniors (40% of all listing and sales transactions, for example), this new business relationship would seem fortuitous, indeed.

“The relationship we are building with The Life Planning Companies® and its affiliated companies will not only create a safe, efficient, robust automated system for them to manage tasks, house documentation, administer Later Life Planning programs for their many retirement-age clients, detail sales transactions, and more, it will also enable us to help them identify the best housing solutions for thousands of seniors,” said Krein. “Millions of seniors from the Baby-Boomer generation are downsizing their housing needs and together, our two companies will help those who choose to list their current homes to do so, while also helping to manage the entire transaction for them.

“Along with their Later Life Planning®-Approved (LLPA) in-house certification, which will allow agent- and broker-RIO platform users to derive more business in their sphere, these select agents and brokers will have the opportunity to obtain listings in their area and sales referrals from The Life Planning Companies’ platform. If you are a real estate professional today you will want to be a part of the RIO team if you want access to this growing market.”

Scott Cohen, President and CEO of The Life Planning Companies, is a certified senior advisor (CSA), and is passionate about the Later Life Planning® assistance his company provides to seniors across America.

“Our company is committed to helping the rapidly growing senior population to preserve sustainable cash flow and help them distribute their assets in a manner best reflecting their legacy,” said Cohen, an expert in this area of expertise who is a frequent speaker on subjects surrounding Later Life Planning® across the nation. "Our relationship with RIO Genesis will no doubt help many, many people who are seeking a change in their housing needs going forward.

“Life as a senior is far more complicated than most people realize. At The Life Planning Companies we are dedicated to helping make the complications surrounding retirement years a little less intimidating and provide seniors with a greater sense of security.

“Since part of what we do is helping seniors with the downsizing of their homes, so, again, there will be a steady stream of listing and sales opportunities made available exclusively to agents who are RIO Genesis users.”

According to Cohen, Later Life Planning® provides customers with estate planning strategies, retirement funding solutions, nursing facility placement and assisted living placement services.

“We are involved in providing high touch, high quality healthcare and financial services to our nation’s seniors so we can do our part to make sure their needs are taken care of,” said Cohen. “We believe our relationship with RIO Genesis will better enable us to achieve our goals for customer service client satisfaction.”

According to Krein, RIO Genesis offers users a breakthrough, simple to use, fully integrated and affordable technology platform that is actually more than a simple software program; it is nothing short of being the key to business success in real estate and related businesses. RIO Genesis is an inclusive, affordable solution for running all aspects of a real estate-related endeavor.

For more details on The Later Life Planning Companies you can visit

Learn how RIO Office can empower your business and make you more profitable and more efficient than ever before! http://www.RIOGENESIS.COM

For additional Information:
RIO Software Solutions
Michael P. Krein, Ph.D.

*All Product and company names herein may be trademarks of their respective owners.

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Cionne Soester
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