In today’s episode, we’re focusing on a topic that is increasingly vital for our clients: long-term care planning. Joining us on the show is Lily Vittayarukskul, the CEO and founder of Waterlily Planning. We’re so excited to partner with Waterlily and introduce you to its innovative approach to long-term care planning.

Lily's personal journey, sparked by her aunt's battle with terminal cancer, led her to develop a solution aimed at easing the financial and emotional burdens of aging care. Waterlily harnesses the power of AI and machine learning to offer clients a better understanding of their long-term care needs, including cost projections and potential family involvement. Tune in as Lily discusses the role of predictive analytics in retirement planning and how Waterlily empowers advisors to better serve their clients' needs.

Here’s some of what we discuss in this episode:

• Lily's journey and motivation for entering the long-term care industry
• What is Waterlily and how does it help advisors with long-term care conversations?
• The importance of holistic planning and incorporating long-term care considerations into retirement strategies
• What’s in the future for Waterlily?

Resources for this episode:

Waterlily Planning

https://www.joinwaterlily.com/

Lily on Linkedin

https://www.linkedin.com/in/lily-vittayarukskul/

Learn About FIG: https://www.figmarketing.com

800-527-1155