Grow AUM, Protect Assets, and Strengthen Client Relationships.
Grow AUM, Protect Assets, and Strengthen Client Relationships.
Grow AUM, Protect Assets, and Strengthen Client Relationships.
Waterlily’s AI-driven LTC projections give you an edge—helping clients see and plan for future care costs with unprecedented clarity.
Waterlily’s AI-driven LTC projections give you an edge—helping clients see and plan for future care costs with unprecedented clarity.
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.
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
Acquire More AUM
Acquire More AUM
Stand out with advanced LTC insights—something prospective clients often don’t get from traditional planning tools.
Stand out with advanced LTC insights—something prospective clients often don’t get from traditional planning tools.
Retain Assets & Heirs
Retain Assets & Heirs
Shield assets from unplanned care costs and build trust with beneficiaries, ensuring continuity after a client’s passing.
Shield assets from unplanned care costs and build trust with beneficiaries, ensuring continuity after a client’s passing.
Pinpoint LTC Costs More Accurately
Pinpoint LTC Costs More Accurately
We analyze 500M+ data points for a unique, data-driven care timeline—no more generic ‘one-size-fits-all’ estimates.
We analyze 500M+ data points for a unique, data-driven care timeline—no more generic ‘one-size-fits-all’ estimates.
Offer Unbiased Analysis
Offer Unbiased Analysis
Compare self-funding, LTC insurance, annuities, and more without looking product-pushy—helping clients choose what’s truly best.
Compare self-funding, LTC insurance, annuities, and more without looking product-pushy—helping clients choose what’s truly best.
Enhance Client Loyalty
Enhance Client Loyalty
Show your added value by tackling LTC head-on. When clients see real projections, they’re more engaged and appreciative.
Show your added value by tackling LTC head-on. When clients see real projections, they’re more engaged and appreciative.
Why Not Just Rely on Standard Financial Simulations?
Why Not Just Rely on Standard Financial Simulations?
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.
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.
How Brooks’ “Financial Fire Drill” and Waterlily Enhance LTC Conversations and Client Peace of Mind
How Brooks’ “Financial Fire Drill” and Waterlily Enhance LTC Conversations and Client Peace of Mind
Using Waterlily to close $1.3m in new AUM
Using Waterlily to close $1.3m in new AUM
How Waterlily provides clarity in long-term care planning.
How Waterlily provides clarity in long-term care planning.
How Waterlily drives strategic annuity decisions
How Waterlily drives strategic annuity decisions
Waterlily guides clients through carrier rate options
Waterlily guides clients through carrier rate options
How It Works
How It Works
Gather Client Details
Gather Client Details
Enter key financial, health, and family info in minutes using our secure
intake.
Instant LTC Projections
Instant LTC Projections
Present clients with a clear timeline and estimated costs, showing potential caregiver demands and financing gaps.
65% more accurate than industry standard methods.
Guide & Protect Assets
Help clients choose the right coverage or funding strategy to secure their wealth—and your AUM.
45% of Waterlily users end up choosing an LTC-related solution after seeing their plan—leading to stronger portfolios and more secure retirements.
Ready to Unlock More AUM and Deeper Client Trust?
See how Waterlily complements—and elevates—your existing retirement planning tools.
See how Waterlily complements—and elevates—your existing retirement planning tools.
FAQs
FAQs
FAQs
Why focus specifically on LTC?
Why focus specifically on LTC?
Why focus specifically on LTC?
Is Waterlily unbiased?
Is Waterlily unbiased?
Is Waterlily unbiased?
Does this replace my current planning software?
Does this replace my current planning software?
Does this replace my current planning software?
Still have more questions? Contact us
Still have more questions? Contact us
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
