Long-term care planning? Done.
Long-term care planning? Done.
Long-term care planning? Done.
Long-term care planning? Done.
Long-term care planning? Done.
Meet Waterlily
Meet Waterlily
AI that holds your hand
through LTC planning
AI that holds your hand
through LTC planning
Start to finish
Start to finish
Personalized for each
of your clients.
Personalized for each
of your clients.
Covered by
Covered by
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.
Don't tell a story of averages.
Tell each client's own story.
Waterlily's AI predicts your client's future long-term care needs and builds a plan that's fully personalized to them.
Build conviction. Analyze coverage. Implement a solution.
Waterlily's AI predicts your client's future long-term care needs and builds a plan that's fully personalized to them.
Build conviction. Analyze coverage. Implement a solution.
Waterlily's AI predicts your client's future long-term care needs and builds a plan that's fully personalized to them.
Build conviction. Analyze coverage. Implement a solution.
How it works...
How it works...
How it works...
5 min client
intake form
5 min client
intake form
Powers Waterlily’s instant
predictions.
Powers Waterlily’s instant
predictions.
1
1
500M data
points
500M data
points
Are used to forecast your clients LTC future needs.
Are used to forecast your clients LTC future needs.
2
2
All the answers
All the answers
Risk? Age? Duration? Family care? Cost? Funding gap? Underwritable?
Waterlily shows you.
Risk? Age? Duration? Family care? Cost? Funding gap? Underwritable?
Waterlily shows you.
3
3
Waterlily is the first software 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!!
Waterlily is the first software 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!!
Waterlily is the first software 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!!
Nick Bour CLTC®NSSA®
Nick Bour CLTC®NSSA®
Nick Bour CLTC®NSSA®
Founder & CEO - Inspire Wealth
Founder & CEO - Inspire Wealth
Founder & CEO - Inspire Wealth
TRUSTED BY HUNDREDS OF FINANCIAL ADVISORY FIRMS
TRUSTED BY HUNDREDS OF FINANCIAL ADVISORY FIRMS
1
1
1
Plan
Plan
Plan
For personalized LTC events, powered by 500M+ datapoints
For personalized LTC events, powered by 500M+ datapoints
For personalized LTC events, powered by 500M+ datapoints
2
2
2
Analyze
Analyze
Analyze
Self-funding or LTC products to identify gaps and ROI
Self-funding or LTC products to identify gaps and ROI
Self-funding or LTC products to identify gaps and ROI
3
3
Quote and apply
Quote and apply
Quote and apply
To the highest ROI LTCI policies, even if you aren’t licensed
To the highest ROI LTCI policies, even if you aren’t licensed
To the highest ROI LTCI policies, even if you aren’t licensed
Tell your client their story. Build conviction with every prediction.
Tell your client their story. Build conviction with every prediction.
Tell your client their story. Build conviction with every prediction.
Her likelihood of needing LTC
Her likelihood of needing LTC
Her likelihood of needing LTC
National Average: 56%1
National Average: 56%1
National Average: 56%1
Prove the relevance of LTC. With personalized likelihood predictions.
Prove the relevance of LTC. With personalized likelihood predictions.
Prove the relevance of LTC. With personalized likelihood predictions.
Protect your clients' family. Show how coverage reduces family burden.
Protect your clients' family. Show how coverage reduces family burden.
Protect your clients' family. Show how coverage reduces family burden.
Flexible, risk-free pricing
2 week free trial
2 week free trial
Try Waterlily for free before you buy
Try Waterlily for free before you buy
Free
Free
Get 14 days of access for free
Get access for 14 days for free
Get 14 days of access for free
Manage up to 100 client LTC plans at once*
Manage up to 100 client LTC plans at once*
Live customer support
Live customer support
Annual
Annual
SAVE 20%
SAVE 20%
SAVE 20%
SAVE 20%
SAVE 20%
Save 20% when you prepay for 12 months
Save 20% when you prepay for 12 months
Save 20% when you prepay for 12 months
$47
$47
/mo
/mo
Price is per-seat per month
Price is per-seat per month
Manage up to 100 client LTC plans at once*
Manage up to 100 client LTC plans at once*
Live customer support
Live customer support
Monthly
Monthly
Go month-to-month with no long-term commitment
Go month-to-month with no long-term commitment
$59
$59
/mo
/mo
Price is per-seat per month
Price is per-seat per month
Manage up to 100 client LTC plans at once*
Manage up to 100 client LTC plans at once*
Live customer support
Live customer support
*Contact us to manage over 100 client plans
*Contact us to manage over 100 client plans
Get started for free
Get started for free
Cancel anytime
Cancel anytime
Money back guarantee
Money back guarantee
Turn a tough topic into a fiduciary-grade plan for your clients.
Turn a tough topic into a fiduciary-grade plan for your clients.
Turn a tough topic into a fiduciary-grade plan for your clients.
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
Carriers and Distributors
Location
401 Harrison St UNIT 5A
San Francisco, CA 94105