Combating Elder Fraud Through Strategic Collaboration

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By CUNA Strategic Services and Carefull

Barb Lowman, President of CSS; Jesus Garcia, Chief Experience Officer, OceanAir Federal Credit Union; and Todd Wascom, VP of Sales at Carefull, joined Mike Lawson, CUbroadcast, in the Studio Lounge to discuss how their organizations are working together to combat the growing threat of elder fraud.

As scams become more sophisticated and widespread, they shared insights into how this issue is rapidly escalating – and why collaboration is critical. Together, their organizations are taking a proactive approach to protect one of the most vulnerable segments of credit union members while also supporting and educating their families.

Connect with Carefull to learn more.

 

 
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Carefull

Carefull is a PRT (protect/retain/transfer) service for credit unions purpose-built to protect older members, retain deposits, and bridge to the next generation ahead of wealth transfer. It is the first and only digital platform designed to help credit unions protect the daily finances of seniors while assisting the adult children who often support them.

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