Build the best Long-Term Care plan for
Build the best Long-Term Care plan for
Build the best Long-Term Care plan for
Build the best Long-Term Care plan for
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Select Edward Jones advisors are getting access to Waterlily, the most advanced, AI-powered LTC platform.
Recognized
Forbes 30 Under 30 (2026)
Recognized Forbes 30 Under 30 (2026)
wealthmanagement.com
Ten to Watch (2026)
wealthmanagement.com
Ten to Watch (2026)
Jane's projected care cost
Jane's projected care cost
Current projected funds
Current projected funds
"We have tried several different planning software over two decades...Waterlily is the first software that my team and I have found to be realistic and extremely useful."
"We have tried several different planning software over two decades...Waterlily is the first software that my team and I have found to be realistic and extremely useful."
As covered by
As covered by
Backed by
Backed by
Tailored to you.
Tailored to you.
We're excited to back Waterlily. We think you'll love what they've built for you.
During this pilot Waterlily will be customizing the platform based on your feedback.
Tell us what you want, you'll be shocked how fast we build it.
How Waterlily Works
How Waterlily Works
1
1
Send your client our form
Send your client our form
It's completely secure and can take as little as 3 minutes.
It's completely secure and can take as little as 3 minutes.
2
2
Get personalized predictions
Get personalized predictions
Predict LTC likelihood, start age, duration, cost, family involvement and more.
Predict LTC likelihood, start age, duration, cost, family involvement and more.
3
Build the best plan
Build the best plan
Optimize self-funding and insurance solutions in <1 minute.
Optimize self-funding and insurance solutions in <1 minute.
4
4
Share and close the plan
Share and close the plan
Congrats, you're done! 🎉
Congrats, you're done! 🎉
Delivering Results for Wealth Advisors
Delivering Results for Wealth Advisors
Waterlily isn’t just planning software. It’s proven to drive action, revenue and outcomes for advisors and clients, without extra work.
Waterlily isn’t just planning software. It’s proven to drive action, revenue and outcomes for advisors and clients, without extra work.
99%
shorter policy sales timeline, from education to application in minutes, not months.
$294
in sales for every $1 spent on Waterlily with our CCRC partner.
45%
of Waterlily users report purchasing a policy.
$300K+
in new premiums sold in the first month by advisors who had never previously sold LTC.
20%
YoY lift in LTC sales from our Fortune 500 pilot.
TRUSTED BY HUNDREDS OF FINANCIAL ADVISORY FIRMS
Waterlily's Magic Will Have you Hooked on LTC
Waterlily's Magic Will Have you Hooked on LTC
Waterlily turns LTC from a vague and complicated topic into a clear, collaborative planning conversation your clients can actually engage with and understand.
Current State
LTC conversations feel abstract and uncomfortable
LTC conversations feel abstract and uncomfortable
Generic assumptions and national averages
Generic assumptions and national averages
LTC discussed too late, or not at all
LTC discussed too late, or not at all
Clients struggle to visualize what care actually looks like
Clients struggle to visualize what care actually looks like
Uploading, quoting and comparing policies manually
Uploading, quoting and comparing policies manually
Client decisions take months if they happen at all
Client decisions take months if they happen at all
With Waterlily
Personalized projections make the risk real and relevant
Personalized projections make the risk real and relevant
Client-specific predictions using health, family, inflation and local costs
Client-specific predictions using health, family, inflation and local costs
5-minute intake creates an icebreaker into the conversation
5-minute intake creates an icebreaker into the conversation
Care staged over time (early, moderate, full care) with clear costs
Care staged over time (early, moderate, full care) with clear costs
Policies analyzed and compared automatically
Policies analyzed and compared automatically
Clients make informed decisions
Clients make informed decisions
Benefit to Advisors
Easier conversations and higher client engagement
Easier conversations and higher client engagement
More credible, realistic recommendations
More credible, realistic recommendations
Earlier planning and more proactive decisions
Earlier planning and more proactive decisions
Faster understanding and fewer follow-up meetings
Faster understanding and fewer follow-up meetings
Hours of admin work eleminated
Hours of admin work eleminated
Shorter sales cycles due to better outcomes and stronger trust
Shorter sales cycles due to better outcomes and stronger trust
All with the Highest Level of Security
HIPAA compliant and SOC 2 certified
HIPAA compliant and SOC 2 certified
Comprehensive AI governance controls
Comprehensive AI governance controls
Approved by Edward Jones for use in this pilot
Approved by Edward Jones for use in this pilot
What Wealth Advisors Say After Using Waterlily
What Wealth Advisors Say After Using Waterlily
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
"I think when we look back years from now, we may well think about the long-term care planning space in terms of before Waterlily and after."
CFP®, CCFC
"Waterlily has been a game-changer for long-term care planning. It is intuitive, comprehensive and helps me and my clients navigate the complexities of planning their long-term care and future health needs."
President, Partner Avance Private Wealth
"It’s important for people to make educated decisions in their financial life and Waterlily is an amazing tool."
Founder & CEO Abrahamsen Financial
"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!!"
Founder & CEO Inspire Wealth
"In just a few minutes, I was able to determine the age at which my care would begin, how long it would last and its cost. The system also provided a funding plan to cover the costs."
Journalist for USA Today, Investor’s Business Daily, Kiplinger and more.
Need More Information?
Read Through our Case Studies
Need More Information?
Read Through our Case Studies
How Waterlily Closed $1.3m in new AUM
How Waterlily Closed $1.3m in new AUM
Using Waterlily to achieve a remarkable 100% success rate in client acquisition and asset management,
Using Waterlily to Drive Annuity Decisions
Using Waterlily to Drive Annuity Decisions
Using Waterlily’s advanced predictive analytics to enhance your approach for client LTC planning.
How Waterlily Guides Through Carrier Options
How Waterlily Guides Through Carrier Options
Employing Waterlily to model the ROI and LTC expense coverage from 1,000 miles away…in 5 minutes
Employing Waterlily to model the ROI and LTC expense coverage from 1,000 miles away…in 5 minutes
You Direct Our Roadmap
You Direct Our Roadmap
Your expertise. Our engineers.
The ultimate LTC planning tool.
We’ve put a team of elite engineers at your disposal to build the exact long-term care tools you’ve always wanted.
Share your insights, tell us your ideal use cases, and let us build the solutions that will redefine client conversations at Edward Jones.
Ready to Drive More LTC Plans?
Ready to Drive More LTC Plans?
See how easy it is to turn long-term care into
confident client decisions.
See how easy it is to turn long-term care into
confident client decisions.
Still have questions? Were happy to answer them. Contact us here
FAQs
FAQs
How much of my long-term care will my insurance policy cover?
How much of my long-term care will my insurance policy cover?
Can I afford to age in my home, or should I consider other care environments?
Can I afford to age in my home, or should I consider other care environments?
I’m worried about my family caregiver burning out. What can we do?
I’m worried about my family caregiver burning out. What can we do?
What will my long-term care costs look like, and how can I prepare financially?
What will my long-term care costs look like, and how can I prepare financially?
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