Growing Families
You have coverage in place — but you’re not sure if it’s the right amount, the right type, or coordinated with the rest of your financial picture. Care Club gives your family a dedicated advisor and the tools to find out.
Simple Pricing
Everything included. One simple price.
Your financial assessment, every member benefit, and your dedicated advisor — all included in one straightforward membership.
Monthly
$49per month
Billed monthly. Cancel anytime.
Best Annual RateAnnual
$470per year
Save $118 — two months free.
One membership, everything included — no contracts, cancel anytime.
Everything included.
- Dedicated Care Club advisor
- Financial assessment with personalized product matches
- Free Will Preparation
- Free Tax Filing
- Free Credit Monitoring
- Identity Theft Protection
- Comprehensive Wealth Planning
- Year-round financial guidance
Is This Right For You?
Care Club is built for people who want more than a policy.
Pre-Retirees
You’re 10 to 20 years from retirement and the decisions you make now matter more than ever. Care Club surfaces the gaps — income, savings runway, long-term care — before they become problems.
Business Owners & High Earners
You’re generating real income and likely leaving tax and protection opportunities on the table. Care Club connects you with an advisor who can help you keep more of what you earn.
I didn’t realize how many gaps I had until I sat down with my advisor and went through the results. It wasn’t scary — it was just finally having a clear picture.
Common questions.
Do I have to pay anything?
Yes. Care Club is a $49/month membership — or $470/year if you pay annually. That one price covers everything: your financial assessment and personalized product recommendations, the full suite of member perks and benefits, and a dedicated advisor who knows you by name. There are no hidden fees and no setup costs — it’s one simple price, and you can cancel anytime.
Is it free?
No — the cost to join and maintain your Care Club membership is $49/month ($470/year). For that you get the complete membership: the financial assessment and product matches, every member benefit, and your dedicated advisor. There’s no long-term contract and no cancellation fee, so you stay because it’s worth it — not because you’re locked in.
What does “dedicated advisor” mean?
When you join Care Club, you’re assigned one specific advisor who knows your name and your situation. They review your assessment results, reach out to discuss your financial picture, and are available when you have questions. It’s a real human relationship, not a chatbot.
How do I get access?
Sign up through the Care Club app to start your membership and get matched with your dedicated advisor. Once your account is active, just log in anytime to pick up where you left off.
Are the member benefits really included?
Yes. Free will preparation, free tax filing, free credit monitoring, identity theft protection, and comprehensive wealth planning are all part of your membership — at no additional cost beyond your subscription.
Do my family members get access?
Care Club membership covers one account holder. If your spouse or family members want their own assessment, benefits, and advisor relationship, they can start their own membership.