Waterlily Reviews & Product Details

Waterlily is the most fiduciary way for financial advisors and insurance brokers to predict, personalize and plan long-term care (LTC) risk for with clients in minutes. Long-term care is one of the most uncertain and overlooked aspects of, and biggest threat to, retirement planning. Most advisors rely on assumptions, static estimates, or avoid the conversation altogether due to complexity and lack of tools. Waterlily changes that. Waterlily's platform uses AI to analyze over 500 million datapoints to generate personalized LTC projections based on a client’s health, family history, finances, and lifestyle factors. Advisors can model multiple care scenarios, visualize potential outcomes, and guide clients through informed planning decisions. Instead of reactive conversations, advisors can proactively show: 1. When care may be needed 2. What type of care is likely 3. How much it may cost over time 4. How different planning strategies impact outcomes Waterlily is built specifically for financial advisors and insurance professionals who want to modernize how they approach long-term care planning and deliver more comprehensive advice to their clients.