Supercharge Annuity Sales with AI-Driven LTC Insights.

Supercharge Annuity Sales with AI-Driven LTC Insights.

Supercharge Annuity Sales with AI-Driven LTC Insights.

Waterlily shows clients why annuities matter for long-term care, turning interest into action.

Waterlily shows clients why annuities matter for long-term care, turning interest into action.

When clients see the cost of potential long-term care, they quickly realize the value of guaranteed income or LTC multipliers. Waterlily’s personalized forecasts make annuities more compelling—whether it’s a standard product or a hybrid annuity for LTC.

Unlock Powerful Benefits

Boost Annuity Conversions

Boost Annuity Conversions

44.8% of Waterlily users purchase coverage or an annuity after seeing their personalized LTC plan.

44.8% of Waterlily users purchase coverage or an annuity after seeing their personalized LTC plan.

Sell Higher-Value Annuities

Sell Higher-Value Annuities

Clients often opt for larger deposits or accelerated payout features when they understand future care costs.

Clients often opt for larger deposits or accelerated payout features when they understand future care costs.

Showcase LTC Multipliers

Showcase LTC Multipliers

Explain how income can double or triple if a care event occurs, using real client data.

Explain how income can double or triple if a care event occurs, using real client data.

Shorten the Sales Cycle

Shorten the Sales Cycle

Clients who grasp the urgency of LTC funding decide faster, reducing back-and-forth.

Clients who grasp the urgency of LTC funding decide faster, reducing back-and-forth.

Seamless Integration Across Your Network

Seamless Integration Across Your Network

Empower agents, BGAs, and distributors to present annuities confidently with minimal training required.

Empower agents, BGAs, and distributors to present annuities confidently with minimal training required.

Case Studies

Case Studies

See how advisors are closing more sales and building trust with Waterlily.

See how advisors are closing more sales and building trust with Waterlily.

Using Waterlily to close $1.3m in new AUM

How Waterlily drives strategic annuity decisions

How Waterlily drives strategic annuity decisions

How It Works

How It Works

Integrate Waterlily

Give your sales team instant access to our AI platform—no complex setup needed.

Personalize the Conversation

Agents enter basic info; Waterlily forecasts LTC costs, showing exactly how an annuity could fill the gap.

65% more accurate than industry standard methods.

Close More Annuity Sales

With transparent data in hand, clients see the benefits of predictable lifetime income or LTC multipliers.

Distribution partners using Waterlily report an increase in annuity ticket size and a faster path to finalizing sales—leading to higher overall production.

Ready to Amplify Your Annuity Business?

See how Waterlily transforms LTC risks into annuity opportunities.

See how Waterlily transforms LTC risks into annuity opportunities.

FAQs

FAQs

FAQs

Which annuity products does Waterlily support?

Which annuity products does Waterlily support?

Which annuity products does Waterlily support?

How do agents explain LTC multipliers?

How do agents explain LTC multipliers?

How do agents explain LTC multipliers?

How quickly can we roll this out?

How quickly can we roll this out?

How quickly can we roll this out?

Still have more questions? Contact us

Still have more questions? Contact us

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105