Annuities

An annuity 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.

Fixed annuities offer:
  • Safety Your principal is guaranteed against market fluctuations and economic downturn
  • Growth Your money enjoys a minimum guaranteed return and will be worth more tomorrow than it is today
  • Security Your funds are protected by the full strength of Catholic Financial Life, which has been financially strong since 1868

Flexible Premium Deferred Annuities

Flex 10 Annuity

Flexible-premium deferred fixed annuity that lets you maximize your retirement account for 10 or more years. Competitive current rates. You may withdraw* up to 10 percent of your funds free after the first year.*

Flex 6 Annuity

Flexible-premium deferred fixed annuity that offers safety, growth and security for your retirement account and income needs. You may withdraw* up to 10 percent of your funds free after the first year.*

Flex 2 Annuity

Flexible-premium deferred fixed annuity with competitive current rates. You may withdraw* up to 10 percent of your funds free after the first year.*

Single Premium Annuities

  • For those who wish to deposit a larger lump sum
  • Competitive interest rates
  • Withdraw* up to 10 percent of your funds free after the first year
  • No surrender penalties after five years*


Income Annuities

Provide several income options:

  • Guaranteed monthly income for the rest of your life, no matter how long you live
  • Continue monthly income payments to your survivor
  • Ask about our annual payment increase option

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.

Current Interest Rates

 You will need Acrobat Reader to open the files. Download a free version of Acrobat Reader.

 

Contact Us

Find an advisor

Find a local chapter


 

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
This site is powered by the Northwoods Titan Content Management System