Make long-term care planning
Make long-term care planning
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Move from vague, back-of-the-napkin estimates to fiduciary-grade care plans. Review and apply to policies with the highest ROI specific to your client all-in-one platform.
You’ve got options. Waterlily helps you find them.
Health insurance and Medicare won’t fully cover long-term care. Waterlily helps you stay ahead, protecting your savings and your loved ones.
As covered by
As covered by
What is Waterlily?
What is Waterlily?
What is Waterlily?
The first and only AI-native, end-to-end LTC platform that uses a three-minute intake to build a personalized care timeline and plan, complete with local costs and projected family burden. Instantly find and apply to policies with the highest ROI specific to your client, with underwriting insights and pre-filled applications.
The first and only AI-native, end-to-end LTC platform that uses a three-minute intake to build a personalized care timeline and plan, complete with local costs and projected family burden. Instantly find and apply to policies with the highest ROI specific to your client, with underwriting insights and pre-filled applications.
How it works
How it works
How it works
1
1
Predict your client's future
Predict your client's future
Predict your client's likelihood, start date, progression, and projected LTC costs.
Predict your client's likelihood, start date, progression, and projected LTC costs.
2
2
Personalize client care plans
Personalize client care plans
Build and tailor a care plan unique to your client.
Build and tailor a care plan unique to your client.
3
Choose the right coverage
Choose the right coverage
Find the right strategy specific to your client by instantly testing ROI on policies, annuities, and self-funding strategies
Find the right strategy specific to your client by instantly testing ROI on policies, annuities, and self-funding strategies
What people are saying about Waterlily
What people are saying about 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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
"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
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.
Higher accuracy
Higher accuracy
Accurate
Accurate
65% more accurate than industry standard
methods.
Whitelabeled
Whitelabeled
Enhance your brand with beautiful whitelabeling at every step.
Hear the Story Behind
Waterlily
Watch Our Founders Explain Waterlily
Are You an Advisor?
Are You an Advisor?
Are You an Advisor?
Join the industries top 1% of advisors, start streamlining your workflow, enhancing client relationships, and growing your practice.
Join the industries top 1% of advisors, start streamlining your workflow, enhancing client relationships, and growing your practice.
What are you waiting for? Supercharge your LTC planning today.
What are you waiting for? Supercharge your LTC planning today.
What are you waiting for? Supercharge your LTC planning today.
Build conviction. Analyze coverage. Do more.
Build conviction. Analyze coverage. Do more.
FAQs
FAQs
FAQs
What types of products can I model?
What types of products can I model?
What types of products can I model?
What types of products can I model?
How does Waterlily ensure the security and privacy of data?
How does Waterlily ensure the security and privacy of data?
How does Waterlily ensure the security and privacy of data?
How does Waterlily ensure the security and privacy of data?
What makes Waterlily’s AI technology unique in long-term care planning?
What makes Waterlily’s AI technology unique in long-term care planning?
What makes Waterlily’s AI technology unique in long-term care planning?
What makes Waterlily’s AI technology unique in long-term care planning?
How does Waterlily ensure the accuracy of its predictions?
How does Waterlily ensure the accuracy of its predictions?
How does Waterlily ensure the accuracy of its predictions?
How does Waterlily ensure the accuracy of its predictions?
What does Waterlily consider when estimating the cost of care?
What does Waterlily consider when estimating the cost of care?
What does Waterlily consider when estimating the cost of care?
What does Waterlily consider when estimating the cost of care?
How does Waterlily personalize long-term care predictions?
How does Waterlily personalize long-term care predictions?
How does Waterlily personalize long-term care predictions?
How does Waterlily personalize long-term care predictions?
Still have more questions? Contact us
Still have more questions? Contact us
Turbocharge your LTC planning with Waterlily
Turbocharge your LTC planning with Waterlily
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.
Set your long-term care planning conversations up for success with Waterlily, the AI platform designed and built just for that.
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
