TRUSTED BY 100+ FINANCIAL ADVISORY FIRMS
Long-term care planning? Done.
Long-term care planning? Done.
Predict your client's long-term care needs and build coverage they can invest in today.
Thanks to AI of course.
Predict your client's long-term care needs and build coverage they can invest in today.
Thanks to AI of course.
As covered by
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®
Founder & CEO - Inspire Wealth
Founder & CEO - Inspire Wealth
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.
1
1
Plan
For personalized LTC events, powered by 500M+ datapoints
For personalized LTC events, powered by 500M+ datapoints
2
2
Analyze
Analyze
Self-funding or LTC products to identify gaps and ROI
Self-funding or LTC products to identify gaps and ROI
3
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
Plan better with Waterlily
Plan better with Waterlily
Don't just take our word for it, take a look at some of the reviews below.
My first plan was $1.2M protected of a client's current $3M liquid net worth. But that's what the advisor in me saw, the client saw that their legacy was protected and you can't pin a net worth number on that!Waterlilly has allowed me to work directly with clients to determine:
1) What is the actual cost to you AND your loved ones of self-insuring against your in-home healthcare, assisted living & nursing home risks?
2) If you choose to transfer a portion of the risk, or as much as possible, over to the insurer is there a financial & emotional benefit for doing so?
3) Based on your health profile, before you even begin the underwriting process, what's the likely outcome and should there be any surprises?
These questions apply across the net worth realm - from mass affluent to ultra high net worth - in some way shape or form, because it's about maintaining your lifestyle & efficiently planning for your surviving spouse and/or heirs. It's not about the product that is recommended, but clients appreciate that you cared enough to think about them and their loved ones.
My first plan was $1.2M protected of a client's current $3M liquid net worth. But that's what the advisor in me saw, the client saw that their legacy was protected and you can't pin a net worth number on that!Waterlilly has allowed me to work directly with clients to determine:
1) What is the actual cost to you AND your loved ones of self-insuring against your in-home healthcare, assisted living & nursing home risks?
2) If you choose to transfer a portion of the risk, or as much as possible, over to the insurer is there a financial & emotional benefit for doing so?
3) Based on your health profile, before you even begin the underwriting process, what's the likely outcome and should there be any surprises?
These questions apply across the net worth realm - from mass affluent to ultra high net worth - in some way shape or form, because it's about maintaining your lifestyle & efficiently planning for your surviving spouse and/or heirs. It's not about the product that is recommended, but clients appreciate that you cared enough to think about them and their loved ones.
Herbert Kyles
Herbert Kyles
VP, Wealth Advisor - Farther
VP, Wealth Advisor - Farther
I have been blown away by the utility and simplicity that Waterlily offers. I can walk a client through their situation and personalized plan with confidence. And, on the backend, I can easily see the information that I need to keep my clients informed. Annual reviews will be a breeze. I cannot wait to see what Waterlily does next.
I have been blown away by the utility and simplicity that Waterlily offers. I can walk a client through their situation and personalized plan with confidence. And, on the backend, I can easily see the information that I need to keep my clients informed. Annual reviews will be a breeze. I cannot wait to see what Waterlily does next.
Kayla Price
Kayla Price
Founder & CEO - Price Services Group
Founder & CEO - Price Services Group
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
National Average: 56%1
Prove the relevance of LTC. With personalized likelihood predictions.
Her likelihood of needing LTC
National Average: 56%1
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.
Flexible, risk-free pricing
Flexible, risk-free pricing
2 week free trial
Try Waterlily for free before you buy
Free
Get 14 days of access for free
Get access for 14 days for free
Manage up to 100 client LTC plans at once*
Live customer support
Annual
SAVE 20%
SAVE 20%
SAVE 20%
SAVE 20%
Save 20% when you prepay for 12 months
Save 20% when you prepay for 12 months
$47
/mo
Price is per-seat per month
Manage up to 100 client LTC plans at once*
Live customer support
Monthly
Go month-to-month with no long-term commitment
$59
/mo
Price is per-seat per month
Manage up to 100 client LTC plans at once*
Live customer support
*Contact us to manage over 100 client plans
Get started for free
Cancel anytime
Money back guarantee
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
It’s a wonderful, easy format. The information garnered from the questions and answers is so helpful for financial planning and peace of mind.
—
Susie B.
Just how quickly the information was turned around was valuable. Being able to consider all avenues of funding was also valuable.
—
Ben H.
Thank you for this excellent information!
—
Jerry S.
Wow! That was much easier and, quite honestly, painless! I've gotten enough long-term care solicitations over the past few years that I could probably fill up a UPS truck, but finally someone explained to me the risk/reward for both myself & my kids!
—
Client of Herbert Kyles, VP & Wealth Advisor, Farther
FAQs
FAQs
FAQs
What types of products can I model?
What types of products can I model?
What types of products can I model?
What types of products can I model?
How does Waterlily ensure the security and privacy of data?
How does Waterlily ensure the security and privacy of data?
How does Waterlily ensure the security and privacy of data?
How does Waterlily ensure the security and privacy of data?
What makes Waterlily’s AI technology unique in long-term care planning?
What makes Waterlily’s AI technology unique in long-term care planning?
What makes Waterlily’s AI technology unique in long-term care planning?
What makes Waterlily’s AI technology unique in long-term care planning?
How does Waterlily ensure the accuracy of its predictions?
How does Waterlily ensure the accuracy of its predictions?
How does Waterlily ensure the accuracy of its predictions?
How does Waterlily ensure the accuracy of its predictions?
What does Waterlily consider when estimating the cost of care?
What does Waterlily consider when estimating the cost of care?
What does Waterlily consider when estimating the cost of care?
What does Waterlily consider when estimating the cost of care?
How does Waterlily personalize long-term care predictions?
How does Waterlily personalize long-term care predictions?
How does Waterlily personalize long-term care predictions?
How does Waterlily personalize long-term care predictions?
Still have more questions? Contact us
Still have more questions? Contact us
Turbocharge your LTC planning with Waterlily
Turbocharge your LTC planning with Waterlily
Set your long-term care planning conversations up for success with Waterlily, the AI platform designed and built just for that.
Set your long-term care planning conversations up for success with Waterlily, the AI platform designed and built just for that.
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