Financial Solutions | Catholic Financial Life

Financial Solutions

En Español

Financial Solutions for Catholic Families and Businesses

A young family needs life insuranceLife Insurance

Life insurance offers a safety net of protection to your loved ones should you die prematurely. Catholic Financial Life offers whole life insurance, universal life insurance and term life insurance.




An older couple who needs annuities and retirement planningAnnuities

An annuity is a product that lets you accumulate money for retirement. Annuities provide tax-deferred growth during the accumulation years, and let you choose from many payout options when you retire and need to use the money. Annuities can generate a guaranteed stream of income for life!


A couple puts money into a piggy bank as they consider their retirement goals and planningRetirement Plans

The key to taking charge of your retirement planning is to start as soon as possible. Regardless of your age, there is a great deal you can do to ensure your financial security in retirement.



A young student considers how he will pay for college. College Savings Plans

Saving for college has to be a part of a comprehensive financial plan for your family. Education costs for your children must be balanced with other important needs such as saving for retirement and shorter term goals. Maintaining adequate life insurance coverage is the foundation to any sound financial plan, and cash value life insurance can be a source for funding college



A couple meets with their Catholic Financial Life AdvisorOther Insurance Products

Through Catholic Financial Life's affiliated partner, Catholic Brokerage Services Corporation, we offer an array of financial solutions including: disability income insurance, impaired risk life insurance, long-term care insurance, and Medicare supplement insurance.



Products are not available in all states. Catholic Financial Life is not licensed in all states. Nothing contained herein should be construed as solicitation for insurance, financial products or annuity products in any state in which Catholic Financial Life is not licensed.

Occasionally, our advisors may offer another company’s product in situations where Catholic Financial Life does not offer that type of product. In those situations, the advisor is acting solely as an advisor of that insurer, not of Catholic Financial Life. Catholic Financial Life does not endorse, stand behind or approve the sale of Equity Indexed Annuities. Any questions regarding these products should be directed to the advisor and the insurer listed on the application.



Or call our Insurance Solutions Team at 1.800.965-2547 to learn more about our products and services.


For questions about your existing coverage, please call our member service center at 1.800.927-2547 or 414.273.6266.

Contact Us

Catholic Financial Life
1100 West Wells Street
Milwaukee, WI 53233

(800) 927-2547
(414) 273-6266


Hours: (Central Time)
8am-4:30pm, M, T, & Th
8am-8pm, Wednesdays
8am-1:30pm Fridays
(May 22 thru Labor Day)


Catholic Financial Life BBB Business Review
© 2013 Catholic Financial Life All Rights Reserved
1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
This site is powered by the Northwoods Titan Content Management System