AI-Powered LTC Planning for CCRCs and CCAHs
AI-Powered LTC Planning for CCRCs and CCAHs
AI-Powered LTC Planning for CCRCs and CCAHs
AI-Powered LTC Planning for CCRCs and CCAHs
Waterlily predicts each prospect's individual LTC needs, models future costs, and gives your team more productive planning conversations
Waterlily predicts each prospect's individual LTC needs, models future costs, and gives your team more productive planning conversations
Recognized Forbes
30 Under 30 (2026)
Recognized Forbes
30 Under 30 (2026)
Featured in
The New York Times
Featured in
The New York Times
wealthmanagement.com
Ten to Watch (2026)
wealthmanagement.com
Ten to Watch (2026)




TRUSTED BY FAMILIES ACROSS AMERICA
TRUSTED BY FAMILIES ACROSS AMERICA

As covered by
As covered by
How Waterlily Works
How Waterlily Works
How Waterlily Works



1
1
Likelihood of needing care
Likelihood of needing care
Personalized projection based on health and family history, demographics, and local data
Personalized projection based on health and family history, demographics, and local data
2
2
Expected care onset age, and care progression
Expected care onset age, and care progression
When care is most likely to begin, and progress through independent living, assisted living, memory care, etc.
When care is most likely to begin, and progress through independent living, assisted living, memory care, etc.
3
3
Solving for future cost of care
Solving for future cost of care
Life planning community care rates, adjusted for realistic inflation, and family involvement
Life planning community care rates, adjusted for realistic inflation, and family involvement
Two ways Waterlily supports the CCRC and CCAH community.
Two ways Waterlily supports the CCRC and CCAH community.
for CCRC and CCAH prospective residents
Evaluate prospect financial readiness
Model assets, projected growth, taxes, and anticipated drawdowns
Get access for 14 days for free
Compare against predicted care costs under expected and dementia scenarios
Your team gets clear feasibility, your prospect gets a plan they understand
For life planning communities
Illustrate type A plan value, in their numbers
Surface product tiers with product coverage, ROI and cost savings
Get access for 14 days for free
Model your prospects funding using existing
assets
Compare type A to self-funding
side-by-side
All the features you’ll need
All the features you’ll need
Secure
Secure
HIPAA compliant, with practices that align with SOC-2, and ISO 27001 standards.
HIPAA compliant, with practices that align with SOC-2, and ISO 27001 standards.
Accurate
Accurate
65% more accurate than industry standard
methods.
65% more accurate than industry standard methods.
Whitelabeled
Whitelabeled
Enhance your brand with beautiful whitelabeling at every step.
Enhance your brand with beautiful whitelabeling at every step.
Custom pricing, amazing outcomes.
We'll design a 30-60-90 plan that will drive the outcomes you'll love.
Brand and trust first
Cancel anytime
Money back guarantee
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105











