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Quick Guide to Introduce Clients to Waterlily

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Written by Waterlily

Waterlily can be used to:

  1. Build your first LTC plan

  2. Identify and fill gaps in an existing LTC plan

  3. Demonstrate potential cost savings of aging at home

  4. Model family caregiving hours

  5. Test current finances against the cost of your LTC

  6. Identify more efficient funding mechanisms to cover more of your LTC costs

Waterlily is a powerful AI platform that guides families through understanding and preparing for their future or current long-term care needs.

Using 3 minute intake form, Waterlily can make predictions about someone's future long-term care up to several decades into the future, and can also be used to project the remainder of ongoing care.

Using these projections, Waterlily guides families through:

  1. Understanding their likelihood of needing LTC

  2. When their LTC would likely begin

  3. The total duration of their LTC, and how their needs progress throughout that time

  4. Planning whether to age at home or in a facility as those needs progress

  5. Planning how many hours of physical caregiving different members of their family will provide

  6. Analyzing their financial plan against their LTC plan to identify and resolve any gaps in their financial preparedness for LTC

  7. Stress test their plan against different LTC scenarios

  8. Download a 1-page PDF summary of their plan to be shared with loved ones and legal, financial, and medical professionals and advisors

👉 Example of how to introduce Waterlily:

"Would you like help building a comprehensive plan for your long-term care?

We have access to a tool that can show you your most likely long-term care scenario and help you flesh out where you want to receive care and how you want your family to help. Based on your care plans it helps you evaluate the associated costs and model how much your insurance policies or personal finances will cover so that you can identify any gaps and find efficient ways to close them.

It's a self-guided process, the website walks you through step-by-step, but I can help you get started."

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