![header-banks](/static/51e4b0b9246bd778102257155bbf200f/25919/insurance-header.png)
Another dimension of protection
Create a unique, high-engagement relationship with older customers and younger caregivers by providing a missing piece of protection.
![header-banks](/static/51e4b0b9246bd778102257155bbf200f/d9fb2/insurance-header.png)
Another dimension of protection
Create a unique, high-engagement relationship with older customers and younger caregivers by providing a missing piece of protection.
Trusted by:
Financial Safety means protection inside and out — from scammers, but also forgetfulness and mistakes.
Outside threats
Increasingly sophisticated digital fraud, scams, and identity theft
$8.8
BILLION
estimated losses in 2022
INSIDE threats
Simple financial mistakes, missed bill payments, and lack of preparation for crisis
Carefull provides all-in-one financial safety, covering both outside threats and inside risks — backed by
Financial safety made simple
Only what you need to know, when and where you need it
![dashboard-photo](/static/1d521b9520b00452678e4bfa5aaeeda5/f999d/Dashboard.png)
Daily protection, powered by Carefull but provided by you
Regular emails catch unusual activity and deliver your customers personalized insights — always co-branded to remind customers you’re there for them.
Every customer gets $1 million in identity theft insurance after signing up, and can activate additional money, credit, home, and document protections over time.
Our Care Agents provide customers 1-on-1 help setting up and resolving issues.
![augmented protections phone](/static/ccd626246b11955c220c962e5e40093c/d0936/phone.png)
WE KEEP AN EYE OUT FOR:
![banks-transfer](/static/c6332240510b9ecabc14eee87ddc898e/4de5a/banks-transfer.png)
A bridge to the entire family
Trusted Contacts
Co-branded communications build the proactive beneficiary relationships needed to retain assets through moments of crisis.
Digital Vault
A virtual safety deposit box helps client families securely centralize and share passwords, documents, and emergency contacts
Zero resources to implement. Live in as little as 3 weeks.
Co-branded microsite that showcases the Carefull offering as a free benefit specific for your customers
Weekly-updated financial caregiving content stream to guide audience through unique financial coordination and challenges
Carefull does the marketing for you, offers compliance-approved webinars and does the work of getting them approved, churns out content and gets it compliance approved quickly
![partner microsite example](/static/2f2614d3552a5510930db1a8adac8450/71bee/microsite.png)
![partner microsite example](/static/0a2b7b4971cfa3b1a952c58e651a1fb7/83ae7/weekly.png)
Take it from thousands of happy members, advisors, industry experts, and journalists.
Live
Carefully