
Long-term care can be the biggest wild card in a retirement plan. Waterlily helps you go beyond broad assumptions by delivering precise forecasts about when and how care needs might arise—so you and your clients can make well-informed decisions.
Unlock Powerful Benefits
Traditional retirement planning software often includes basic LTC assumptions or broad Monte Carlo scenarios. These can overlook personal health factors, local care costs, and how family caregiving might evolve. Waterlily’s AI digs deeper—analyzing extensive datasets to accurately forecast the timing, progression, and real dollar impact of care. You get a richer conversation, clients get peace of mind, and your practice stands out for its thoroughness.
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Help clients choose the right coverage or funding strategy to secure their wealth—and your AUM.