Blog

Blog

Blog

Categories

Categories

Categories

Case Studies

Case Studies

Case Studies

Case Studies

people chatting at table
people chatting at table
people chatting at table
people chatting at table

Case Studies

Case Studies

Case Studies

Western Home Communities Helps Families Navigate Long-Term Care with Personalized Insights from Waterlily

Mar 11, 2025

A man analyzing data on a large display
A man analyzing data on a large display
A man analyzing data on a large display
A man analyzing data on a large display

Case Studies

Case Studies

Case Studies

How Brooks’ “Financial Fire Drill” and Waterlily Enhance LTC Conversations and Client Peace of Mind

Mar 9, 2025

Two professionals discussing financial growth at a table with stacks of coins.
Two professionals discussing financial growth at a table with stacks of coins.
Two professionals discussing financial growth at a table with stacks of coins.
Two professionals discussing financial growth at a table with stacks of coins.

Case Studies

Case Studies

Case Studies

Using Waterlily to Close $1.3m in New AUM with 100% Success Rate

Jul 18, 2024

A woman with glasses working on a desktop computer in a stylish workspace.
A woman with glasses working on a desktop computer in a stylish workspace.
A woman with glasses working on a desktop computer in a stylish workspace.
A woman with glasses working on a desktop computer in a stylish workspace.

Case Studies

Case Studies

Case Studies

How Home Health and Residential Care Facilities Use Waterlily to Enhance Long-term Care Planning for Clients

Jun 10, 2024

Three people sitting around a table engaged in a discussion.
Three people sitting around a table engaged in a discussion.
Three people sitting around a table engaged in a discussion.
Three people sitting around a table engaged in a discussion.

Case Studies

Case Studies

Case Studies

Advisor Turns to Waterlily to Guide Client Through Carrier Rate Options

Jun 6, 2024

Two professionals engaged in a discussion over documents.
Two professionals engaged in a discussion over documents.
Two professionals engaged in a discussion over documents.
Two professionals engaged in a discussion over documents.

Case Studies

Case Studies

Case Studies

How Waterlily's Insights Drive Strategic Annuity Decisions

May 30, 2024

An artistic representation of Chris Chen, CFP® presenting a Waterlily long-term care plan to his clients.
An artistic representation of Chris Chen, CFP® presenting a Waterlily long-term care plan to his clients.
An artistic representation of Chris Chen, CFP® presenting a Waterlily long-term care plan to his clients.
An artistic representation of Chris Chen, CFP® presenting a Waterlily long-term care plan to his clients.

Case Studies

Case Studies

Case Studies

Leveraging Waterlily to Provide Clarity and Confidence in Long-term Care Decisions

May 28, 2024

Home

For Advisors

About Us

Blog

Contact

Login

Sign Up

Subscribe to New Posts

Get notified when we post on new topics.

Subscribe to New Posts

Get notified when we post on new topics.

Subscribe to New Posts

Get notified when we post on new topics.

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Quick Links

Home

Blog

About Us

Use Cases

Careers

Media

Advisors and Agents

For Advisors

Pricing

Case Studies

Get Sponsored

Affiliate Program 

Carriers and Distributors

Enterprise Solutions

Company Policies

Privacy Policy

Terms of Service

Security

Data

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Quick Links

Home

Blog

About Us

Use Cases

Careers

Media

Advisors and Agents

For Advisors

Pricing

Case Studies

Get Sponsored

Affiliate Program 

Carriers and Distributors

Enterprise Solutions

Company Policies

Privacy Policy

Terms of Service

Security

Data

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Quick Links

Home

Blog

About Us

Use Cases

Careers

Media

Advisors and Agents

For Advisors

Pricing

Case Studies

Get Sponsored

Affiliate Program 

Carriers and Distributors

Enterprise Solutions

Company Policies

Privacy Policy

Terms of Service

Security

Data

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105

© Waterlily Caregiving 2025. All Rights Reserved.

+1 (510) 239 7411

Quick Links

Home

Blog

About Us

Use Cases

Careers

Media

Advisors and Agents

For Advisors

Pricing

Case Studies

Get Sponsored

Affiliate Program 

Carriers and Distributors

Enterprise Solutions

Company Policies

Privacy Policy

Terms of Service

Security

Data

Location

401 Harrison St UNIT 5A
San Francisco, CA 94105