Waterlily Planning

I’m incredibly honored to announce that Waterlily Planning is partnering with Caregiver Action Network to simplify and expand access to long-term care planning for millions of family caregivers who give so much, often with limited resources and support. In this article, Lily Vittayarukskul and I share how our personal caregiving experiences shaped this partnership and deepened our commitment to helping families navigate the emotional and financial challenges of caregiving. With Waterlily’s AI-driven tools, we’re working to transform how families prepare for care, offering them peace of mind and a secure financial path forward. This collaboration represents more than a partnership—it’s a shared vision to ensure that every caregiver has the guidance and support they deserve when they need it most. #caregiving #caregiversupport #familycare #aginginplace #financialplanning #longtermcare #caregivers #AI #caretechnology #CANpartnership #WaterlilyPlanning Special thanks to Dean Stephens, Chance Browning, Jodi L. Koehn-Pike, and many others on Waterlily’s and CAN’s team to make this partnership possible Take a look at our article on caregiving and financial planning at the link in the comments. Plus you can view our official announcement of our partnership here:

📣 🎊 We're so excited to welcome Job Lawrence to the team!! 🎉 Job has an incredible background leading strategy and ops at early Google alongside pre-CEO Sundar Pichai for over 10 years, continuing on to lead ops and analytics at NextRoll and Boomi. 🚀 📈 🧑💻 Before his corporate career Job co-founded an early networking startup backed by Siemens, Nokia, and Intel, and he holds a physics ⚛️ and chem 🧪 pre-med bachelor's from Oberlin, master's from Harvard, and MBA from the University of Michigan. 🧠 🎓 📜 We're particularly excited about Job because his interviews and references showcased his talent for both being a fantastic leader, manager, and team player, but also very importantly a strong work ethic to roll up his sleeves and knock out a ton of the individual contributor work that we tackle every day at Waterlily. 👏 ❤️ 💪 Welcome to the team, Job Lawrence, get ready to drink from the firehose! 🚒 👩🚒 💦 🔥 🔥

😱🤯 Holy... it's really working. 📈 After years of building out Waterlily Planning 🌺 core AI innovation with feedback from hundreds of families and advisors, we are thrilled to see the impact it’s making after launching this past March. 📊 Waterlily users self-report that after using Waterlily: - 44.8% purchase a Life/LTC/Annuity product - 37.5% update their investment strategies - 18.8% are enhancing their estate planning - 62.5% are updating their family care plan We couldn’t be more proud of the impact we’re creating together with our partners, and shaping a better future for families everywhere. 2025 is looking 👀 📈 📈 Special thanks to our early partners who helped shape Waterlily: John Sieb, Rhett Wieland, Erin Morasco, Char Hu, Tim Kneeland, Kayla Kneeland, Alecia Barnette, Scott Barclay, George Gagliardi, CFP®, MBA, 👉 Chris Chen, CFP®, CDFA®, Chris Frederick, Lori G., Edwin O., Erin Harrover, Randall Christian, ChFC RICP, Adam Vega, CFP®, Joon Baek, Noel Evans, Bill Comfort, CSA, CLTC®, Kelly Augspurger, CLTC®, CSA, Brent DeGroot, LTCP, CLTC, Celeste Cobb, Eileen J. Tell, Vince Bodnar and many others who won't fit in a single post 🙏

👏 🚀 What an incredible day at Allianz Life HQ! It was so nice to finally meet Jasmine Jirele after hearing so many people sing her praises for her leadership at Allianz. Evan Ehrenberg and I came away with so much new insight from our jam-packed schedule with execs across individual sales, distribution, life and annuity, AI, digital and more. 🔥 ❤️ Huge thank you to Emmanuelle Thommerot-Persico, Jean-Roch Sibille, Chris Chambs, Patrick O., Dale Fuller, RICP® Ben Fider Michael Brazys Corey Walther Chad Virgin Collin Bhojwani Taylor Sieverling Edwin O. Erin Harrover for all of your time and energy, we’re so excited for the ideas we’ve discussed together - can’t wait for what’s next!

Waterlily's AI is completely transforming the long-term care discussion. Normally, long-term care is a dreaded topic to tackle by both financial professionals and their clients. However, using AI to predict long-term care events with Waterlily's user-friendly platform makes for a simpler and more productive conversation. The numbers in this article speak for themselves. FIG is proud to partner with Waterlily to empower financial professionals in their care planning business. Message me today if you're interested in learning more about this revolutionary AI tool!

🎉 Exciting News! Waterlily Planning is thrilled to announce our partnership with Certification for Long-Term Care (CLTC)! 🚀 Together, we’re transforming long-term care (LTC) planning. CLTC focuses on creating the right conversational structure for discussing LTC, and when paired with Waterlily’s advanced planning software, it creates the best LTC conversation you’ll ever have with your client. 🌟 CLTC members now enjoy a 20% discount on Waterlily plans, making it easier to navigate LTC options and secure financial peace of mind. CLTC members can access our partnership offer here: https://lnkd.in/gFkH7pcD #LongTermCare #HealthTech #FinancialPlanning #Partnerships #Waterlily

We're opening up a 🌟Generalist Role🌟 at Waterlily Planning 🌺, and we need your help to spread the word! Waterlily is revolutionizing long-term care (LTC) with cutting-edge AI, helping families prepare for one of life’s biggest challenges. We're backed by Insight Partners, a leading multi-billion dollar firm renowned for supporting industry leaders like Wiz, Calm, and Monday. Why You Should Join Us: 🔶 Powerhouse Backing: Supported by Insight Partners. 🔶 Industry Giants Onboard: Working with Prudential, FIG, and more. 🔶 Direct Mentorship: Learn from our stellar co-founders and grow into an industry leader. 🔶 Innovative Culture: Thrive in a fast-paced, creative environment. About the Role: We’re looking for a talented generalist operator to own and scale operations in customer support, sales, marketing, and more. You'll leverage automation, LLMs, and offshoring to drive exceptional value. Key Responsibilities: ❤️ Delight customers with exceptional support. 📈 Implement creative growth strategies. ⚙ Automate workflows using no-code/low-code solutions. 🕺 Manage a team of 40+ in the Philippines. Key Skills: 🔹 Fast learner with a passion for new industries. 🔹 Highly motivated and a self-starter. 🔹 Strong problem-solving skills. 🔹 Excellent communication and copywriting abilities. 🔹 Proficiency in no-code/low-code tools. Ready to make an impact? Send your resume and a brief cover letter to 📩 evan@joinwaterlily.com. More about the role here: https://lnkd.in/gTfwCX3W Join us in transforming long-term care and making a real difference! 🌟 #Hiring #AI #Startup #LongTermCare #Innovation

⭐ Morningstar has picked up our story from MarketWatch 📈 ! https://lnkd.in/gtFMNV2N At Waterlily Planning, our mission is to make important conversations about planning for the future accessible and actionable for everyone. We're thrilled to see our efforts being recognized. 🙏 Thank you Beth Pinsker CFP® for the incredible coverage and your dedication to serving families insightful education on LTC and aging! ❤️ #Waterlily #FinancialPlanning #FuturePlanning #MarketWatch #Morningstar #Innovation