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Only at Bob Veres’ Insider’s Forum: Get 2 months free

Get 2 months free

Only at Bob Veres’ Insider’s Forum

LTC planning? Done.

LTC planning? Done.

Meet waterlily 👋 We hold your hand through personalized LTC planning for each of your clients. Start to finish. So you can be their favorite superhero.

Only at Bob Veres’ Insider’s Forum

Only at Bob Veres’ Insider’s Forum: Get 2 months free

Get 2 months free

Sound too good to be true? It's not.
 Let us prove it to you.

Scan to book a demo today and unlock this limited Insiders Forum offer

100% more confidence,
70% less work.

Don't tell a story of averages. Tell each client's own story.

Predict your client's future long-term care needs

Build a personalized care plan for your
client

Instantly see the highest ROI insurance options for your clients


Less work. Higher client trust. 100% more clarity.

1

1

Personalized client predictions

Personalized client predictions

LTC likelihood, timeline, and accurate costs.

LTC likelihood, timeline, and accurate costs.

2

2

Build & Tailor

Build & Tailor

Tailor your clients LTC plan according to their circumstance.

Tailor your clients LTC plan according to their circumstance.

3

Find the highest ROI

Find the highest ROI

With one click, we will show you the mathmatically optimal insurance options specific to your client.

With one click, we will show you the mathmatically optimal insurance options specific to your client.

What you get with Waterlily

What you get with Waterlily

What you get with Waterlily

One seat with full access to Waterlily (first 100 clients included)

One seat with full access to Waterlily (first 100 clients included)

30-minute dedicated onboarding with our team

30-minute dedicated onboarding with our team

Client-ready reports and one-click sharing via email or text

Client-ready reports and one-click sharing via email or text

Priority Waterlily customer support

Priority Waterlily customer support

Covered by

From lived experience to predictive AI, Waterlily helps you help families plan with dignity and protect the wealth they’ve built.

From lived experience to predictive AI, Waterlily helps you help families plan with dignity and protect the wealth they’ve built.

From lived experience to predictive AI, Waterlily helps you help families plan with dignity and protect the wealth they’ve built.

Turn a tough topic into a fiduciary-grade plan for your clients.

Turn a tough topic into a fiduciary-grade plan for your clients.

Try it for free

Sound too good to be true? It's not.
Let us prove it to you.

Scan to book a demo today and unlock this limited Insiders Forum offer