Your Financial Assessment
One quick assessment builds your complete financial picture and matches you to the products that fit — so you can see where you stand in about three minutes.
Financial Wellness Platform
The financial platform where someone actually has your back.
Care Club connects you with a dedicated advisor who knows your situation, watches your progress, and is there when you need them — not just when it’s convenient for them.
Most people have a financial product or two. Very few have someone coordinating the full picture — someone who knows what you own, what you owe, what you’re protected against, and what you’re not. That gap is where financial stress lives. Care Club closes it.
Simple by Design
How It Works
You're assigned a dedicated advisor.
When you join Care Club, you’re connected with a real advisor — not a chatbot, not a call center. One person who knows your name and your situation.
Take your financial assessment.
One quick assessment — about three minutes — maps your full financial picture and matches you to the products that actually fit. Gives your advisor everything they need.
Your advisor builds a plan with you.
Once your results are in, your advisor reaches out. Not to sell you something — to actually help. They’ll walk through what you found, answer your questions, and help you decide what, if anything, to do next.
What’s Included
Everything in one place.
Care Club members get access to three categories of tools and benefits — all included.
Protection & Planning
Member benefits that protect what matters: free will preparation, identity theft protection, and comprehensive wealth planning — included from day one.
Money & Credit
Practical perks at no cost: free tax filing and free credit monitoring, so you keep more of what you earn and always know where you stand.
Built Around You
Your advisor. Always.
Care Club isn’t a replacement for your advisor — it’s the platform your advisor uses to serve you better. Your assessment, every benefit you claim, every update in your financial picture goes directly to them. They see it. They act on it. You stay connected.
When you think of Care Club, think of it as your advisor’s way of staying in your corner all year long — not just on the day you signed a policy.
Simple Pricing
What does it cost?
Care Club is a $49/month membership — or $470/year. Everything’s included, with no contracts. Cancel anytime.
See everything that’s includedReady to see where you actually stand?
Log in and complete your financial assessment in about three minutes. Your advisor will have your results waiting.
Log In