Another dimension of protection
Create a unique, high-engagement relationship with older customers and younger caregivers by providing a missing piece of protection.
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
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.
WE KEEP AN EYE OUT FOR:
Unusual recurring charges from politicians and marketers
Unwanted donations to charities or organizations
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
Take it from thousands of happy members, advisors, industry experts, and journalists.
Carefull was easy to set up, and notifications can be adjusted to my level of concern. It gives me peace of mind that my bank accounts and credit cards are protected.
Jane B.
Carefull Member
Carefull’s alerts give me visibility into potential fraud impacting my clients, and helps alleviate stress for individuals who are responsible for a loved one’s finances as well as their own.
Jessica Searcy Kmetty
President & CEO
Searcy Financial Financial Services
Live
Carefully