Financial Products

Life 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.

Annuities

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 generate a guaranteed stream of income for life!

Retirement 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.

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.

Glossary of Insurance Terminology

Here is a glossary of insurance terminology. For a glossary of terms related to your coverage, please refer to your certificate. If you need additional help, please call our member service team at (800) 927-2547.

Other 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.

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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 24 thru Labor Day)

service@catholicfinanciallife.org

© 2013 Catholic Financial Life All Rights Reserved
1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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