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Tools you need to become a politically
active and involved advisor.

Become an informal advisor to your
representatives on industry matters.

Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.

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Washington, DC on May 19-20, 2020.

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Get the latest industry news.

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Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

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Carefull

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The Money Service for Safe Living

Provide older clients and their adult children caregivers with a smart tool to protect against financial fraud, misuse, and money mistakes.

Add Carefull to your practice to deepen relationships, retain assets, and attract new family members.

Welcome to Carefull Pro
 
See Carefull in action, and learn why Real Simple voted us their highest-ranked financial service of 2021
Build long-term relationships.

The financial caregiving process lasts up to 20 years, across multiple needs and events — bridging generations and the $24T of impending wealth transfer.

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Expand your share of family.

Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new ones.

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Know your clients better with the power of machine learning.

Our AI platform leverages a proprietary data set for everything from product recommendations and on-time bill payment to spotting cognitive decline.

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Want to learn more?

See our pricing options to understand how Carefull fits into your practice. Reach out now for an exclusive NAIFA member discount.

See Pricing

3 Tools for Safe Money,
In One Place

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    Carefull

    Guard

    Smart money monitoring built for older adults

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  • careful

    Carefull

    ID

    Identity theft and credit protection

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  • carefully

    Carefull

    Community

    Real answers, expert advice about aging and money

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Guard

See your financial picture in one place, with senior-specific alerts for unusual activity, and easily coordinate with loved ones by adding them to your trusted Circle at no extra charge.

Learn more

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ID

Sit back as Carefull monitors every corner of the Internet for misuse of your identity and credit – all backed by 24/7 customer support and a $1 million identity theft insurance promise.

Learn more

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Answers

Give them access to the only expert-led community built for those navigating aging money matters, and receive our weekly updated tips and guides for easing the journey.

Learn more

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Pro Dashboard

Use the Dashboard to invite clients to Carefull with a customized welcome from your practice. Once you’ve invited your clients, track their activity and alerts to see whose accounts are on track and which ones may be in need of a check-in. One simple overview with every single client helps you save time and act when you can have the most impact.

Learn more

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Always private. Always secure.

We understand that being a financial caregiver means maintaining a sacred trust with your loved one. We believe our duty to you and your family is the same.

Carefull connected to financial accounts using bank-level security. Our systems are never able to see or store usernames or passwords. We protect your data as if it were our own and use it only to provide our services. We will never sell or share it.

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Want to learn more?

Reach out to our team directly to learn how Carefull can help your practice.