Whether you're a long-term care veteran or interested in expanding your practice, this webinar is for you!
Learn how to use NAIFA partner Carefull's tools to enhance your relationship with your clients and grow your business. Using Carefull's cutting-edge technology, you can detect fraud, misuse, identity theft, and money mistakes in your clients' transactions.
Join us for the webinar on Tuesday, February 15, 2022, at 1 pm eastern, for a discussion featuring Carefull's co-founder Todd Rovak, product strategy lead Michael Rubel, and director of education and content Cameron Huddleston.
Special Offer for NAIFA Members:
Carefull lets you provide clients and their families with a smart tool to protect accounts against fraud, misuse, identity theft, and money mistakes. Use Carefull to deepen client relationships, retain assets, and attract new family accounts.
Through March 1, Carefull is offering 10% off its list price, bringing its Carefull Pro price to only $116/month/advisor (billed annually; $125/month billed monthly) to all NAIFA members.