Family Matters Session 4: Senior Security

Session 4 - September 27, 2023 – 2 PM – 2:30 PM ET

SENIOR SECURITY: Carefull is a PRT (Protect / Retain / Transfer) provider that helps credit unions, banks and wealth advisors protect members and customers aged 55+, retain assets for longer, and bridge to the next generation ahead of wealth transfer. Seniors face $50 billion annually in fraud and money mistakes, and 45 million Americans are now involved in coordinating an aging loved one’s finances. Carefull offers both groups a premium, AI-powered service to safeguard finances: senior-specific account, identity, and credit monitoring; $1M in identity theft insurance; a password & document vault, and a smarter Trusted Contacts system for banks to position for wealth transfer, gaining “share of family” in addition to share of wallet. Founded in 2019, Carefull believes that creating safer, smarter family financial protections isn't only about money. It's about relentlessly simplifying the awkward tangle that happens…