TRUSTED BY 100+ FINANCIAL ADVISORY FIRMS

Do you know which products fit your client’s LTC needs?

I want to build tax-efficient wealth to

Do you know which products fit your client’s LTC needs?

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

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

Predict your client's future

Predict your client's future

Waterlily predicts your client's likelihood, start date, progression, and cost of their long-term care.

Waterlily predicts your client's likelihood, start date, progression, and cost of their long-term care.

2

2

Personalize their care plan

Personalize their care plan

Waterlily guides your client through choosing their care, calculating the cost at every step.

Waterlily guides your client through choosing their care, calculating the cost at every step.

3

Choose the right coverage

Choose the right coverage

Waterlily can test the ROI of policies, annuities, and self-funding strategies to find the right strategy.

Waterlily can test the ROI of policies, annuities, and self-funding strategies to find the right strategy.

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.

Clients want to plan when they can see their future.

Clients want to plan when they can see their future.

Waterlily is here to show your clients their future, so that you can show them how to solve for it.

Model and incorporate annuities, LTCI, STCI, hybrid policies, riders on life insurance, and more into your client’s LTC plan.

Waterlily is here to show your clients their future, so that you can show them how to solve for it.

Model and incorporate annuities, LTCI, STCI, hybrid policies, riders on life insurance, and more into your client’s LTC plan.

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

50%

National Average: 56%1

Prove the relevance of LTC. With personalized likelihood predictions.

Her likelihood of needing LTC

50%

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.

All the features you’ll need

All the features you’ll need

Secure

Secure

HIPAA compliant, with practices that align with SOC-2, and ISO 27001 standards.

HIPAA compliant, with practices that align with SOC-2, and ISO 27001 standards.

Accurate

Accurate

65% more accurate than industry standard
methods.

65% more accurate than industry standard methods.

Whitelabeled

Whitelabeled

Enhance your brand with beautiful whitelabeling at every step.

Enhance your brand with beautiful whitelabeling at every step.

Watch Our Founders Explain
Waterlily

Watch Our Founders Explain Waterlily

Watch Our Founders Explain
Waterlily

Highlights from our recent introductory webinar with Caregiver Action Network (CAN) on November 20, 2024.  Watch and learn how to make long-term care planning simpler and more accessible.


Highlights from our recent introductory webinar with Caregiver Action Network (CAN) on November 20, 2024.  Watch and learn how to make long-term care planning simpler and more accessible.


Part 1: Why Long-Term Care Planning Matters

5 minutes

CAN CEO Marvell Adams Jr. and Waterlily CEO and co-founder Lily Vittayarukskul share personal stories and insights about the importance of proactive long-term care planning for families.

Part 1: Why Long-Term Care Planning Matters

5 minutes

CAN CEO Marvell Adams Jr. and Waterlily CEO and co-founder Lily Vittayarukskul share personal stories and insights about the importance of proactive long-term care planning for families.

Part 1: Why Long-Term Care Planning Matters

5 minutes

CAN CEO Marvell Adams Jr. and Waterlily CEO and co-founder Lily Vittayarukskul share personal stories and insights about the importance of proactive long-term care planning for families.

Part 2: Getting Started with Waterlily

3 minutes

Waterlily co-founder Evan Ehrenberg walks you through our intuitive platform, showing how easy it is to set up your account and create your personalized long-term care plan.

Part 2: Getting Started with Waterlily

3 minutes

Waterlily co-founder Evan Ehrenberg walks you through our intuitive platform, showing how easy it is to set up your account and create your personalized long-term care plan.

Part 2: Getting Started with Waterlily

3 minutes

Waterlily co-founder Evan Ehrenberg walks you through our intuitive platform, showing how easy it is to set up your account and create your personalized long-term care plan.

Part 3: Building Your Financial Safety Net

5 minutes

Watch as Evan demonstrates how to use Waterlily to understand your current long-term care coverage and develop a financial strategy that aligns with your family's needs and goals.

Part 3: Building Your Financial Safety Net

5 minutes

Watch as Evan demonstrates how to use Waterlily to understand your current long-term care coverage and develop a financial strategy that aligns with your family's needs and goals.

Part 3: Building Your Financial Safety Net

5 minutes

Watch as Evan demonstrates how to use Waterlily to understand your current long-term care coverage and develop a financial strategy that aligns with your family's needs and goals.

Simple pricing
No long-term commitment

Simple pricing
No long-term commitment

Get started for free, and then pay month-to-month or save 20% with an annual subscription.

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

Run up to 10 LTC forecasts

Live customer support

Annual

SAVE 20%

Save 20% when you prepay for 12 months

Save 20% when you prepay for 12 months

$200

/mo

Price is per-seat per month

Run up to 240 LTC forecasts per year

Live customer support

Monthly

Go month-to-month with no long-term commitment

$250

/mo

Price is per-seat per month

Run up to 20 LTC forecasts per month

Live customer support

Get started for free

Cancel anytime

Money back guarantee

FAQs

FAQs

FAQs

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?

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?

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?

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.

© Waterlily Caregiving 2024. All Rights Reserved.

+1 (510) 239 7411

Learn More

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2024. All Rights Reserved.

+1 (510) 239 7411

Learn More

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2024. All Rights Reserved.

+1 (510) 239 7411

Learn More

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2024. All Rights Reserved.

+1 (510) 239 7411

Learn More

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105