LTC Is One of the Biggest Unaddressed Risks in Financial Planning
Through this pilot, Edward Jones advisors can explore how structured long-term care planning will strengthen client conversations and deepen long-term relationships.
Waterlily will help advisors move beyond generic assumptions by projecting accurate LTC needs, understand future care costs, and integrate those projections into financial conversations.
Many retirement plans assume clients will age independently. Reality often looks very different.
Long-term care can dramatically alter a client’s financial future — and most clients have no structured plan for how care will be delivered or funded.
Without clear projections, conversations about care often happen too late, when options are limited.
Waterlily gives advisors a way to introduce this conversation earlier, with data and clarity.
3
Invite a client to complete a short intake questionnaire.
Waterlily generates a personalized long-term care projection.
Advisors review projected care needs, timelines, and potential costs.
Advisors incorporate these insights into broader retirement planning discussions.
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
With Waterlily
Explore potential lifetime
care costs
Shorten the policy sale by 99%
Build Astonishing
Returns
Our CCRC Partner saw $294 in sales
for every $1 spent on Waterlily
Drive More Client
Decisions
Increase Revenue Without Changing Practices
Advisors new to LTC have sold $300k+ in premiums in their first month with Waterlily
Grow With Confidence, Not Guesswork
Our Fortune 500 Pilot Saw a 20% lift in YoY LTCI sales
Using Waterlily to achieve a remarkable 100% success rate in client acquisition and asset management,
Using Waterlily’s advanced predictive analytics to enhance your approach for client LTC planning.
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