Educate. Equip. Empower.
Brandable, ready-to-use educational tools for agents who want to stand out in the senior real estate space. Create meaningful conversations and give impactful presentations.
The Opportunity
People relocating later in life face one of the most logistically and emotionally complex transitions of their adult years. Decades in the same home. A lifetime of possessions. Family members who may or may not be involved. No clear roadmap.
They need a real estate professional who can show up organized, educated, and prepared to walk them through the process — not just list the house.
These two systems give you exactly that: ready-to-use guides, customizable slide presentations, talking points, and marketing tools that establish you as the credible resource in the room before the listing conversation begins.
Present Like A Pro
Many older adults are still in the thinking stage — not quite ready to hire an agent, but actively looking for answers, solutions, and someone who genuinely understands what they’re facing. Handing them a professional resource is tangible proof that you get them and that you know how to help. It’s not a business card. It’s not a market report. It’s evidence you are the kind of specialist they need.
The guide is built to teach from. Use the slide presentation and talking points when speaking to community groups, senior organizations, or hosting your own educational events. Even a single step — like “Surround Yourself with Qualified Professionals” — can stand alone as a short presentation. Attendees who want more schedule an appointment to receive a complimentary copy.
Bring a branded copy when meeting with senior community marketing reps, elder law attorneys, estate sale professionals, financial planners, trust officers, and others in your referral network. It establishes your professionalism and gives referral partners an appreciation for your unique expertise.
Save $100
Downsizing Made Easy™
Moving Mom and Dad™
Best Value · Connect With Both Audiences
Downsizing Made Easy™ and Moving Mom and Dad™ are sold separately — but most agents appreciate having both. Purchase together and save $100.
The Complete Presentation System Bundle
Both lifetime licenses. Every guide, slideshow, and marketing asset from both systems.
$898
Sold separately:
$998
—
You save $100
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I originally developed Downsizing Made Easy to add value to our clients. Over time, as I learned more about client and caregiver needs, it evolved into a full presentation system. It’s not just a tool to help clients navigate the process — it’s a way to provide genuine education on the decisions that matter most. I love that other agents are using it, and that it has become a resource that extends well beyond our own community.
Dr. Nikki Buckelew, PhD
Choose Your System
Downsizing Made Easy™ and Moving Mom and Dad™ are sold separately, so you can start with the audience you serve most — or bundle both and save.
Downsizing Made Easy™ Presentation System
Downsizing Made Easy™ is built around a practical 5-step framework that helps longtime homeowners think through, plan, and execute a late-life relocation. You use it as a client resource, a seminar presentation, and a lead-generation tool — all in one. The guide is designed so you can teach directly from its pages, hand it to clients as a reference, or use it to open doors with referral partners.
$499
Purchase Downsizing Made Easy™ — $499Current Success in Seniors Real Estate™ students: $449. Log in to access your discounted order link.
Moving Mom and Dad™ Presentation System
Moving Mom and Dad™ addresses the adult child — the son or daughter helping an aging parent navigate a housing transition, often from a distance, often without a clear plan. This system gives you a structured, educational resource that positions you as the professional who understands the full picture: not just the real estate, but the decisions, the logistics, and the family dynamics that come with it.
$499
Purchase Moving Mom and Dad™ — $499Current Success in Seniors Real Estate™ students: $449. Log in to access your discounted order link.
What’s Included
Whether purchased individually or as a bundle, every system includes:
Lifetime license to reproduce and distribute the guide in printed format
Two customizable inside branding pages
Customizable slide presentation with talking points
Participant workbook for speaking events
Feedback form templates
Digital and print marketing tools and graphics
Complimentary hardcopy guide mailed to you upon purchase
How It Works
1
Choose Downsizing Made Easy™, Moving Mom and Dad™, or both. Your purchase includes a lifetime license to reproduce and distribute the printed guide — no annual renewals or membership fees.
2
Both guides include 2 customizable pages for you to include your contact information, branding, and value proposition. Slides, brochures, and handouts can all be personalized with your contact information.
3
Print guides through SREI directly or use your local or personal printer. Materials are delivered as digital downloads immediately following purchase. A complimentary hardcopy of each guide is also mailed to your address on file.
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These tools have helped me feel confident talking to clients, speaking to groups, and connecting with vendor partners. Multiple uses all in one system.
Regina Hill, CSHP®, CSDC®
No. The Downsizing Made Easy™ and Moving Mom and Dad™ Presentation Systems are available to any licensed real estate professional. A CSHP credential is not required. That said, agents who complete the Success in Seniors Real Estate™ course and CSHP process consistently report stronger results using the system, and we encourage that path.
When you purchase a license, you’re purchasing the right to reproduce the guide in printed format and offer it to clients, prospective clients, and business-to-business contacts. Licensees also have the right to use associated tools — slide presentations, brochures, workbooks — when speaking publicly or offering live or online education.
No. Your license is a one-time purchase. There are no annual renewals or membership fees.
No. The license covers reproduction in printed format only. Offering the complete guide as an electronic download is not permitted and diminishes its value as a lead generation tool. You may use limited excerpts to generate interest and drive requests for the printed copy.
No. All materials are provided as digital downloads. You may print through SREI directly, in-house, or through a local printer. A complimentary hardcopy of each guide will be mailed to you following your purchase.
The interior pages are copyright protected and may not be modified. Each system includes two customizable pages — recommended placement is front and back so your branding is the first and last thing readers see. Both the slide presentation and participant workbook are customizable; you may add slides or local information, but may not modify the core framework content.
Log in to your account at seniorsrealestateinstitute.com using your user ID and password. Go to “My Account” to access your product downloads.
Yes. One license covers individuals or teams operating under the same brand within one brokerage. A team for licensing purposes means two or more people marketed under the same team name and brand — not a brokerage brand. For specific team or group situations, contact us directly.
Yes. Allied partners can provide print-ready ads for placement in the back of the guide, helping offset your printing costs. You control who advertises and how many pages are included. Keep advertising pages minimal — too many will reduce the guide’s value to the reader.
Place the following on any webpage or printed material where you reference or use the content:
For Downsizing Made Easy™:
“[Your name or team name] is authorized by the Seniors Real Estate Institute to utilize, promote, and distribute the Downsizing Made Easy Guide as a licensee of the Downsizing Made Easy Presentation System. All materials are copyrighted by the Seniors Real Estate Institute.”
For Moving Mom and Dad™:
“[Your name or team name] is authorized by the Seniors Real Estate Institute to utilize, promote, and distribute the Moving Mom & Dad Guide as a licensee of the Moving Mom & Dad Presentation System. All materials are copyrighted by the Seniors Real Estate Institute.”
Yes. SREI offers personalized coaching to help with action planning, vendor collaboration, seminar customization, and putting the system to work in your specific market. Contact us for current pricing on single sessions and packages.
Educate. Equip. Empower.
Questions? Call 512-842-6011 or email info@seniorsrealestateinstitute.com
