MASTERS Program
About the Lifestyle55+
MASTERS Program
What our Participants Want:
Members of the Lifestyle55+MASTERS program are typically looking to advance beyond the Affiliate level and are seeking to advance not only their knowledge and experience but to also leverage the value of being part of a limited number of members. While the Lifestyle55+Affiliate program delivers a tremendous amount of content, many Affiliates are content with the information and level of membership allowing them to do their business. MASTERS on the other hand seem to be more targeted, more hands on and hold themselves to a higher level. Again we do not teach you how to conduct your business, but we do assist on how you can implement our teachings within your business and inform viewers and clients of your level of dedication, commitment, knowledge and unique membership level. Lifestyle55+MASTERS are looking for the highest level of acknowledgment to leverage in working with clients.
Course Overview
Before being accepted for the Lifestyle55+MASTERS course, all applicants MUST have completed the Lifestyle55+ Affiliate program. The MASTERS program will pick up from the Affiliate program and will offer a deeper look into some of the topics. In addition it will cover:
Validation
Advances housing options
Advanced Marketing
Caregivers
The MASTER-FACTOR
Creating an Always Event™
Accountability Promise
Being Person Centred
Executors and more
Understanding the Difference:
From Typical Agent to Trusted Advocate
Not all real estate agents or service providers are the same – especially when working with older adults, aging families, and estates. Whether you’re a family selecting an agent or a professional asking “Am I really equipped for this?”, here’s what the progression looks like.
 |  |  |  | |
|---|---|---|---|---|
| Level | Typical Real Estate Agent | SRES® – Seniors Real Estate Specialist® | Lifestyle55+ Affiliate (12-hour All Canadian Training Program) | Lifestyle55+ MASTERS (Advanced 16-hour Program) |
| Training | Provincial registration and general market knowledge | U.S.-based (Canadian version) designation covering senior-focused content. Offered as an elective to the Accredited Buyer’s Representative® | Deep-dive into aging transitions, family dynamics, housing options, content/liability issues, and mindset difference of Transactional vs transitional. Introduction to the Lifestyle55+ Network. | Having completed the Affiliate program as a pre-requisite. Personal branding, client process mastery, family decision models, working with POAs/executors, and business development. Deeper understanding of person centred and practical exercises to implement upon completion. This is the highest level of Canadian recognition. |
| Focus | Transactions – listings, showings, and closings. ‘List to Last’ | Adds awareness and framework of real estate with seniors | Empowered to guide aging clients and families through complex transitions. The idea of working with older adults. | Position yourself as the trusted go-to for all senior transitions – blending deep market knowledge with advanced personal branding and network authority. Separate from the standard. |
| Mindset | “ Let’s get the listing”, “Idea of being the TOP Agent”, “Let’s get this home sold” | “I understand this is different than a typical transaction”, ‘I’ll take the seniors course as the elective to getting my ABR®” | “I’m more than an agent – I’m a guide, educator, and trusted partner”. Realization of their role – the importance of being different and senior-centric | “This is my niche, and I’ve built or will build a business around it.” “I am different than others in my market and known for my specialty. I know I can deliver a higher level of service” |
| Limitations | May be unaware of how aging, health, finances, and family dynamics change the decision-making process for seniors. Does not understand the resources and senior-centric focus | Broad and U.S.-centered; limited Canadian resources or tools; mostly knowledge-based – limited support – community or continued development | May still be building brand presence and referral network; advanced marketing strategies in development. Not all will begin to focus on working with seniors. | Limited only by market size or niche; requires ongoing commitment to thought leadership and community involvement. Realization that increased effort is required by the member to build their business. |
| Common Pitfall | Approaches seniors like any other client, often missing deeper issues like housing fit, long-term care planning, or Power of Attorney requirements. Competes like other agents. | Leans heavily on U.S.-based content, missing key Canadian housing regulations, programs, and terminology. Feels there is no need for additional education/training. | Knowledge-rich but may not yet have fully leveraged personal brand or business systems to maximize opportunities. Requires members to take action on tools and knowledge. | Often feels that they have reached the top – however – realizing they need to build their business, focus and market. |
| Strengths | – | Recognizes aging-related concerns and offers some planning insights, educating members about seniors. | Recognized as a local authority in senior real estate; able to navigate complex transitions with confidence. Access to consulting assistance and support. | Seen as the top-tier specialist in the region; trusted by peers, professionals, and families for both guidance and execution. |
| Support | – | Limited online newsletter with U.S. content; no dedicated Canadian networking platform. | Free unbiased listing on SeniorCareAccess.com and City Pages websites; listing in Members’ Directory; Private Facebook group. Business development (fees apply) | MASTERS only – private Facebook group, monthly support meetings, marketing exposure, access to premium marketing content and business development (fees apply) |
| Tools | – | Basic marketing materials and U.S.-focused resource guides. | Canadian-specific checklists, conversation guides, cost tools, customizable marketing materials. Social media sharables and more | Advanced client understanding, proprietary MASTER FACTOR, UVP and Introduction statement, branding, and referral-building strategies. |
| Outcome | Gets the job done, but the process often adds stress or confusion for senior clients and families. | Knows there’s more to seniors real estate, but often lacks local knowledge or resources to deliver fully. | Becomes the trusted name in the community for guiding seniors and families – not just during a sale, but through the entire transition. Positioned above the SRES. | Member of an elite niche. Stands apart in the market – delivering unmatched service, influence, and business sustainability through impact, reputation, and referral power. Closed invitation only membership offering an undiluted number of Canada – wide members. |
| This agent gets the job done – but the process often adds stress, confusion, or regret for seniors and their families. | This professional knows there’s more to seniors real estate – but often lacks the depth, tools, and ongoing community to confidently lead in Canadian markets. | This is where you move from being aware of the needs of seniors to actually being prepared to meet them, separating yourself from the generalists. | Armed with your Mission Statement, MASTER FACTOR and UVP – members are positioned to be recognized as top level professionals families and referral partners will value |
For Professionals
Ask yourself honestly – where do I stand today, and what level of support do I need to serve seniors with confidence, clarity, and leadership? Am I all that I can be? If you’re ready to move beyond transactions and into real client advocacy, Lifestyle55+ is your next move.
