+

+

Start your free 2-week trial

🔥 free 2-week trial

🔥 free 2-week trial

🔥 free 2-week trial

Turn long-term care unknowns into an actionable plan

Client-friendly projections and fiduciary workflows. Waterlily projects likely needs, timing, and local costs in minutes, then compares self-funding, annuities, and LTC coverage all in one platform so clients understand and get on board.

Start your free 2-week trial

Start your free 2-week trial

Start your free 2-week trial

Scan to book a demo today and unlock
the XYPN LIVE offer

Scan to book a demo today and unlock this limited Insiders Forum offer

New accounts only. Activate by {Oct 14, 2025}. One offer per firm.

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 and builds a plan that's fully personalized to them.

Build conviction. Analyze coverage. Do more.

1

1

Personalized projections

Personalized projections

Local and inflation-aware costs, plus likelihood, timing, and duration.

Local and inflation-aware costs, plus likelihood, timing, and duration.

2

2

Unbiased comparisons

Unbiased comparisons

Policies and funding paths side-by-side in one platform.

Policies and funding paths side-by-side in one platform.

3

Deeper relationships

Deeper relationships

Engage spouses and adult children with an easy-to-understand plan.

Engage spouses and adult children with an easy-to-understand plan.

What you get with Waterlily

One seat with full access to Waterlily (first 100 clients included)

One seat with full access to Waterlily (first 100 clients included)

One seat with full access to Waterlily (first 100 clients included)

30-minute dedicated onboarding with our team

30-minute dedicated onboarding with our team

30-minute dedicated onboarding with our team

Client-ready reports and one-click sharing via email or text

Client-ready reports and one-click sharing via email or text

Client-ready reports and one-click sharing via email or text

Priority Waterlily customer support

Priority Waterlily customer support

Priority Waterlily customer support

We’re aging longer, but not always healthier. Waterlily turns projections into actions your clients can take today.

We’re aging longer, but not always healthier. Waterlily turns projections into actions your clients can take today.

As seen in

Add long-term care to the list of easy client meetings.

Add long-term care to the list of easy client meetings.

Start your free 2-week trial

Start your free 2-week trial

Start your free 2-week trial

Scan to book a demo today and
unlock the XYPN LIVE offer

Scan to book a demo today and unlock this limited Insiders Forum offer

New accounts only. Activate by {Oct 14, 2025}. One offer per firm.

Offer valid via this page/QR. Code XYPNLIVE90 auto-applied on booking. Activation deadline above. One offer per firm. Additional seats at standard rates. Terms apply.

Offer valid via this page/QR. Code XYPNLIVE90 auto-applied on booking. Activation deadline above. One offer per firm. Additional seats at standard rates. Terms apply.

Internal outcomes available on request (e.g., % taking action after planning).

Internal outcomes available on request (e.g., % taking action after planning).