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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.
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)
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
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.
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