header-banks

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

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:

mass-mutual
tcb
Nationwide
Cetera
CN
Bristol

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

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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.

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WE KEEP AN EYE OUT FOR:

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Unusual recurring charges from politicians and marketers

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Unwanted donations to charities or organizations

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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
partner microsite example

Take it from thousands of happy members, advisors, industry experts, and journalists.

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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

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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

Searcy Financial logo
Live Carefully

Live

Carefully

Carefull Corporation

132 West 31st Street, 9FLR

New York, NY 10001

1 (833) 836-0050

hello@getcarefull.com

For everyone

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