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🔥 Free 90-day trial

🔥 Free 90-day trial

🔥 Free 90-day trial

LTC planning clients actually say yes to

Built for fiduciary teams. Waterlily projects likely care needs, family commitments, and local costs in minutes, then compares self-funding, annuities, and LTC coverage from start to finish in under an hour.

Start your free 2-week trial

Start your free 2-week trial

Start your free 2-week trial

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

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

New accounts only. Activate by {Oct 7, 2025}. One offer per firm.

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

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

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

Waterlily's AI predicts your client's future long-term care and builds a plan that's fully personalized to them.

Build conviction. Analyze coverage. Do more.

1

1

Personalized projections

Personalized projections

likelihood, timing, duration, and true local costs.

likelihood, timing, duration, and true local costs.

2

2

Clear family picture

Clear family picture

Who’s likely to help, and how much.

Who’s likely to help, and how much.

3

Funding analysis

Funding analysis

Side-by-side self-funding, annuities, and LTC solutions.

Side-by-side self-funding, annuities, and LTC solutions.

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)

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

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

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

Priority Waterlily customer support

Priority Waterlily customer support

Priority Waterlily customer support

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.

As seen in

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

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

Start your free 2-week trial

Start your free 2-week trial

Start your free 2-week trial

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

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

New accounts only. Activate by {Oct 7, 2025}. One offer per firm.

Offer valid via this page/QR. Code INSIDERS90 auto-applied on booking. Activation deadline above. One offer per firm. Additional seats at standard rates. Terms apply.

Offer valid via this page/QR. Code INSIDERS90 auto-applied on booking. Activation deadline above. One offer per firm. Additional seats at standard rates. Terms apply.

Internal outcomes available on request (e.g., % taking action after planning).

Internal outcomes available on request (e.g., % taking action after planning).