TRUSTED BY 100+ FINANCIAL ADVISORY FIRMS
TRUSTED BY 100+ FINANCIAL ADVISORY FIRMS
TRUSTED BY 100+ FINANCIAL ADVISORY FIRMS
Do you know which products fit your client’s LTC needs?
Do you know which products fit your client’s LTC needs?
Do you know which products fit your client’s LTC needs?
Predict your client's long-term care needs and build coverage they can invest in today.
Thanks to AI of course.
Predict your client's long-term care needs and build 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.
As covered by
FEATURES
Don't tell a story of averages.
Tell each client's own story.
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. Do more.
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
Plan better with Waterlily
Plan better 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
Clients want to plan when they 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 incorporate annuities, LTCI, STCI, hybrid policies, riders on life insurance, and more into your client’s LTC plan.
Tell your client their story.
Build conviction with every prediction.
Tell your client their story.
Build conviction with every prediction.
Tell your client their story.
Build conviction with every prediction.
Prove the relevance of LTC. With personalized likelihood predictions.
Prove the relevance of LTC. With personalized likelihood predictions.
Prove the relevance of LTC. With personalized likelihood predictions.
Protect your clients' family. Show how coverage reduces family burden.
Protect your clients' family. Show how coverage reduces family burden.
Protect your clients' family. Show how coverage reduces family burden.
All the features you’ll need
All the features you’ll need
All the features you’ll need
Secure
Secure
Secure
HIPAA compliant, with practices that align with SOC-2, and ISO 27001 standards.
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Whitelabeled
Whitelabeled
Whitelabeled
Enhance your brand with beautiful whitelabeling at every step.
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PRICING
Simple pricing
No long-term commitment
Get started for free, and then pay month-to-month or save 20% with an annual subscription.
2 week free trial
Try Waterlily for free before you buy
Free
Get unlimited usage for 2 weeks
Run unlimited LTC forecasts
Live customer support
Annual
SAVE 20%
Save 20% when you prepay for 12 months
$200
/mo
Price is per-seat per month
Run unlimited LTC forecasts
Live customer support
Monthly
Go month-to-month with no long-term commitment
$250
/mo
Price is per-seat per month
Run unlimited LTC forecasts
Live customer support
Get started for free
Cancel anytime
Money back guarantee
FAQ
Still have questions?
We have answers.
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?
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?
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?
Still have more questions?
Turbocharge your LTC planning with Waterlily
Set your long-term care planning conversations up for success with Waterlily, the AI platform designed and built just for that.
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