Waterlily

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The long term care pitch that sells itself.

Predict your client's long-term care needs and sell coverage they can invest in today.
Thanks to AI of course.

Enhance every aspect of your business sales, ensuring satisfaction, loyalty, and unparalleled service.   Thanks to AI of course.

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FEATURES

Don't tell a story of averages.
Tell each client's own story.

Waterlily's AI predicts your client's future long-term care and builds a plan that's fully personalized to them.

Build conviction. Analyze coverage. Sell more.

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1. Predict your client's future

Waterlily predicts your client's likelihood, start date, progression, and cost of their long-term care.

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2. Personalize their care plan

Waterlily guides your client through choosing their care, calculating the cost at every step.

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3. Choose the right coverage

Waterlily can test the ROI of policies, annuities, and self-funding strategies to find the right strategy.

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CUSTOMER STORIES

Sell smarter with Waterlily

Don't just take our word for it, take a look at some of the reviews below.

Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.

Alex Caswell CFA CFP®

Wealth Planner

RHS Financial

Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.

Alex Caswell CFA CFP®

Wealth Planner

RHS Financial

Adam Vega CFP®

President, Partner

Avance Private Wealth

Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients clients navigate the complexities of planning their long term care and future health needs. In essence, Waterlily is a must-have for anyone seeking clarity and confidence in their long-term care planning endeavors.

Alex Caswell CFA
CFP® EA

Wealth Planner

RHS Financial

Since using Waterlily my clients have been able to accurately measure not only the financial toll of long-term care but also the human one. This allowed them to intelligently evaluate the power of making a tough decision early on.

John Sieb

Long-Term Care Business Head

& COO

Prudential

The Waterlily care planning capability is a first of it’s kind digital solution that looks at care planning in a more holistic, innovative and informative manner that leverages data and AI with an eye towards including family, friends and trusted advisors in the decision making process. The tool was easy to navigate, presents different scenarios and quickly determines critical next steps. The output was simple to read and actionable. Overall, it was a fantastic and fulfilling experience that should be used in multiple life phases: pre-retirement, retirement and receiving care. A value-added capability that’s complimentary to a financial plan.

Harry Abrahamsen

Founder & CEO

Abrahamsen Financial

It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool.

Jordan M. Acer CFP®
CIMA®

Partner and Wealth Planner

Concordia Wealth Planning

Waterlily presents a unique approach to the elder care conversation every family should be having. This platform has enlightened me to some of the complexities of long-term care planning. It is about more than just financial figures; it’s about fostering meaningful discussions that prioritize the well-being of every family member.

Benjamin J. Smith
CFA

Principal & Invstmnt Consultant

Guidance Point Advisors

We've been working with Waterlily to have a more open dialogue with our clients about planning for long-term care services. Talking about family planning and who's going to take care of us as we age has been instrumental as they can apply their own experiences of taking care of their parents, in-laws, or other loved ones and discuss what didn't work or did work well for their loved ones' care. This has opened up other conversations about: WHERE should we live? what size house should we live in and does it allow us to age appropriately? Do I need LTC coverage or can I self-insure? What can I expect my LTC cost to be if a key family member isn't available to take care of me? All of these items have allowed our firm to move the decision-making process away from the moment of crisis and toward an educated and rational point of view.

Nick Bour CLTC®
NSSA®

Founder & CEO

Inspire Wealth

Waterlily is the first software and platform that my team and I have found to be realistic and extremely useful. We have tried several different planning software over two decades and they are all lacking or not complete. I’m excited and feel fortunate to have discovered Waterlily!!

Chris Chen CFP®
RLP®

Wealth Strategist

Insight Financial Strategists

It's an intuitive platform that makes it easier to discuss a difficult topic with clients. It is really helpful to put a number on the size of the problem so that clients can be proactive about it. Waterlily has done a great job integrating disparate data into a single tool to address the hardest financial planning problem. Before Waterlily, I used my own calculations. It is really nice to have them in a single tool. It saves time. It helps the client understand better. It helps clients to be proactive.

Dustin Eldridge CFP®
CPWA®

Founder

TEAM Private Wealth Mngmt.

Prior to using Waterlily, I would reach out to insurance providers to run projections for clients potential care needs. This required multiple phone calls or emails from starting the process to obtaining the results. With Waterlily, I can jump on the tool and obtain a projection in less than 10 minutes. As an advisor this allows me to reduce the time I spend on these tasks but more importantly allows me to deliver real-time feedback for my clients. Oh, and the tool is extremely easy to use on top of the efficiency it creates.

BENEFITS

Coverage sells itself when clients can see their future.

Waterlily is here to show your clients their future, so that you can show them how to solve for it.

Model and sell annuities, LTCI, STCI, hybrid policies, riders on life insurance, and more.

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Tell your client their story.
Build conviction with every prediction.

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Prove the relevance of LTC. With personalized likelihood predictions.

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Protect your clients' family. Show how coverage reduces family burden.

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All the features you’ll need

Secure

HIPAA compliant, with practices that align with SOC-2, and ISO 27001 standards.

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Accurate

65% more accurate than industry standard methods.

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Whitelabeled

Enhance your brand with beautiful whitelabeling at every step.

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PRICING

Preferred pricing
sponsored by FIG

Pay with FIG marketing credits, or with your credit card.

Get preferred pricing (30% off) either way.

Pay with credits

Pay $0 when you pay with your FIG marketing credits

Free

Pay month-to-month or save 20% with an annual plan

Run up to 20 LTC forecasts per month, or 240 per year

Live customer support

Get started with credits

Annual

SAVE 20%

Save 20% when you prepay for 12 months

$140

/mo

Price is per-seat per month

Run up to 240 LTC forecasts per year

Live customer support

Buy an annual plan

Monthly

Go month-to-month with no long-term commitment

$175

/mo

Price is per-seat per month

Run up to 20 LTC forecasts per month

Live customer support

Try for just one month

Pay with FIG credits

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FAQ

Still have questions?
We have answers.

What types of products can I model?

Waterlily can model many types of annuities, hybrid insurance, traditional long-term care insurance, short-term care insurance, and riders on life insurance. Modeling for reverse mortgages and additional strategies is coming soon.

How does Waterlily ensure the security and privacy of data?

What makes Waterlily’s AI technology unique in long-term care planning?

How does Waterlily ensure the accuracy of its predictions?

What does Waterlily consider when estimating the cost of care?

How does Waterlily personalize long-term care predictions?

What types of products can I model?

How does Waterlily ensure the security and privacy of data?

What makes Waterlily’s AI technology unique in long-term care planning?

How does Waterlily ensure the accuracy of its predictions?

What does Waterlily consider when estimating the cost of care?

How does Waterlily personalize long-term care predictions?

What types of products can I model?

How does Waterlily ensure the security and privacy of data?

What makes Waterlily’s AI technology unique in long-term care planning?

How does Waterlily ensure the accuracy of its predictions?

What does Waterlily consider when estimating the cost of care?

How does Waterlily personalize long-term care predictions?

Still have more questions?

Turbocharge
your long term care sales with Waterlily

Turbocharge your business with Rocketsales

Turbocharge
your long term care sales with Waterlily

Set your long term care sales process up for success with Waterlily, the AI platform designed and built just for that.

Book your demo

Get started

The long term care pitch that sells itself.

The long term care pitch that sells itself.

Don't tell a story of averages.Tell each client's own story.