An annuity lets you accumulate money for retirement, providing tax-deferred growth during the accumulation years. You can choose from a number of payout options to make the most of your money during your retirement years.
You can start a flexible premium for a little as $50 per month and make additional deposits over time.1 See Current rates.
Higher guaranteed rate
for the first two years
Minimum Guaranteed rates
set at issue
1 Subject to limitations. 2Renewal rates may be more or less. The initial guaranteed rate depends on the amount of the annuity balance. Rates will not fluctuate below the minimum guaranteed rate per each annuity contract. The guaranteed minimum interest rate may vary but will never be lower that 1.25% in any year. 3Withdrawing money from a annuity prior to age 59 1/2 may subject the owner to an IRS imposed 10% penalty on the taxable portion of any premature distribution. Consult with a qualified tax advisor.
With a minimum deposit of $5,000, a single-premium annuity lets you lock-in a competitive rate for up to five years. This annuity can help you turn assets or inherited lump sums of money into retirement income for your lifetime, regardless of how long you live. Current rates.
Purchasing an income annuity is like buying a monthly pension check. You pay Catholic Financial Life a lump some in exchange for a guaranteed income stream. Payments begin immediately, providing steady, reliable income with no market fluctuations to worry about or portfolios to manage.
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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. Withdrawing money from an annuity prior to age 59 ½ may subject owner to an IRS imposed 10% penalty on any premature distribution. Please check with a qualified tax advisor for additional information. Prospective members have the right to obtain a copy of the Buyer’s Guide to Annuities and a Preliminary Contract Summary prior to any annuity sale. Flex 10 Annuity Policy Form# ICC10 FDPA-10; 2010 FPDA-10 AR; 2010 FPDA-10 AZ; 2010 FDPA-10 CT; 2010 FPDA-10 IL; 2010 FPDA-10 ND; 2010 FPDA-10 SD. Flex 6 Annuity Policy Form# ICC10 FDPA-6; 2010 FPDA-6 AR; 2010 FPDA-6 AZ; 2010 FDPA-6 CT; 2010 FPDA-6 IL; 2010 FPDA-6 ND; 2010 FPDA-6 SD. Flex 2 Annuity Policy Form# ICC10 FDPA-2; 2010 FPDA-2 AR; 2010 FPDA-2 AZ; 2010 FDPA-2 CT; 2010 FPDA-2 IL; 2010 FPDA-2 ND; 2010 FPDA-2 SD. Single Premium Annuity, Income Annuity Policy Form# ICC-IA001-06-09; IA001-06/09, Single Premium Immediate Annuity Form # ICC10 SPIA.
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.
Flexible Premium Annuities
Single Premium Annuities
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