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Take the guesswork out of LTC planning

Meet Waterlily

AI that holds your hand through LTC planning

Personalized for each 

of your clients.

Start to finish.

So you can be their favorite superhero. 

Only at Bob Veres’ Insider’s Forum

Get 2 months free

Get 2 months free

Get 2 months free

Get 2 months free

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How it works...

How it works...

5 min client intake form

5 min client intake form

Powers Waterlily’s instant predictions.

1

500M data
points

Are used to forecast your clients LTC future needs.

2

All the answers

Risk? Age? Duration? Family care? Cost? Funding gap? Underwritable? 

Waterlily shows you.

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!!

Nick Bour CLTC®NSSA®

Founder & CEO - Inspire Wealth

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

Waterlily helps you

Plan for personalized LTC events, powered by 500M+ datapoints

Plan for personalized LTC events, powered by 500M+ datapoints

Analyze self-funding or LTC products to identify gaps and ROI

Analyze self-funding or LTC products to identify gaps and ROI

Quote and apply to the highest ROI LTCI policies, even if you aren’t licensed

Quote and apply to the highest ROI LTCI policies, even if you aren’t licensed

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

Try it for free

Try it for free

Try it for free

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

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