michael.pendergrass
Acronym
Carefull
Product ID
Carefull-Pro
Description
Carefull is a financial safety platform that helps advisors support older adult clients and bridge to the next generation.
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Features
Carefull is a financial safety platform that helps advisors support older adult clients and bridge to the next generation:
- Elder-focused AI financial monitoring
- $1M in identity theft protection, password and document management, weekly original content, and a smart trusted contacts infrastructure
Vendors
Management Style
Schwab Products
Section
Solution