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Life Insurance

Life insurance protects your loved ones should you die prematurely. Catholic Financial Life offers whole life, universal life, and term life insurance.

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I am interested in:
  • Life insurance
I want to:
  • Protect my family

Annuities

An annuity is a product that lets you accumulate money for retirement with tax-deferral and flexible payout options. Annuities can generate a guaranteed stream of income for life!

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities

Term Life Insurance

Catholic Financial Life Term Insurance, a low-cost way to fulfill short-term life insurance needs, provides coverage at level cost for a specified period.

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I am interested in:
  • Life insurance

Permanent Life Insurance

Permanent life insurance provides lifelong coverage and creates cash value and a death benefit. Catholic Financial Life has universal and whole life plans.

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I am interested in:
  • Life insurance

Term 10

Guaranteed level and low-cost premiums for 10 years

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Age range
  • 18-25
  • 36-50
  • 51-65
I am interested in:
  • Life insurance
I am:
  • Getting married
  • Graduating from school
  • Starting a business
  • Starting a family
I want to:
  • Protect my family

Term 20

Guaranteed level and low-cost premiums for 20 years

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Age range
  • 18-25
  • 26-35
  • 36-50
  • 51-65
I am interested in:
  • Life insurance
I am:
  • Getting married
  • Graduating from school
  • Starting a business
  • Starting a family
I want to:
  • Protect my family

Term 30

Guaranteed level and low-cost premiums for 30 years

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Age range
  • 18-25
  • 26-35
  • 36-50
I am interested in:
  • Life insurance
I am:
  • Buying a home
  • Getting married
  • Graduating from school
  • Starting a business
  • Starting a family
I want to:
  • Protect my family

Universal Life Insurance

Catholic Financial Life's universal life insurance gives you the benefits of permanent insurance with the flexibility to adjust premium and coverage.

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I am interested in:
  • Life insurance

Whole Life Insurance

Whole life insurance, dependable and lifelong coverage, gives your loved ones the resources to continue their lifestyle after your death.

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Age range
  • ALL
I am interested in:
  • Life insurance
I am:
  • Getting married
  • Graduating from school
  • Planning my estate
  • Starting a business
  • Starting a family
I want to:
  • Build wealth
  • Protect my family

Ultimate Flex

Take advantage of competitive cash value rates and adjust insurance amount and premium with Ultimate Flex, a Catholic Financial Life universal life policy.

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Age range
  • ALL
I am interested in:
  • Life insurance
I am:
  • Buying a home
  • Getting married
  • Graduating from school
  • Planning my estate
  • Starting a business
  • Starting a family
I want to:
  • Build wealth
  • Protect my family

Limited Pay

Limited Pay is a universal life policy of equal payments that lets you prepay your life insurance. Benefits include flexibility to reduce future coverage.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Life insurance
I am:
  • Planning my estate
I want to:
  • Build wealth

Flexible Premium Deferred Annuities

Flexible-premium deferred fixed annuities offer safety, growth and security for your retirement account, with the a benefit of tax-deferred accumulation.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities
I am:
  • Saving for retirement
I want to:
  • Build wealth

Flex 2 Annuity

Catholic Financial Life Flexible-premium deferred fixed annuities offer competitive current rates. Withdraw up to 10 percent of funds free after first year.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities
I am:
  • Saving for retirement
I want to:
  • Build wealth

Flex 6 Annuity

Catholic Financial Life Flexible-premium deferred fixed annuities offer safety, growth, and security for your retirement account and income needs.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities
I am:
  • Saving for retirement
I want to:
  • Build wealth

Single Premium Annuities

Single-premium fixed annuities for those who wish to deposit a lump sum with a guaranteed interest rate for five years.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities
I am:
  • Saving for retirement
I want to:
  • Build wealth

Flex 10 Annuity

Maximize your retirement account for 10 or more years with competitive current rates with Catholic Financial Life Flexible-premium deferred fixed annuity.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities
I am:
  • Saving for retirement
I want to:
  • Build wealth

Income Annuity

Pays a guaranteed monthly income for the rest of your life, no matter how long you live. Fixed monthly income payout.

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Age range
  • 51-65
  • 65+
I am interested in:
  • Annuities
I want to:
  • Generate income

Critical Illness Insurance

Could you supplement lost income or pay mortgage if you were critically ill? Critical Illness Insurance pays a lump-sum cash benefit upon first diagnosis.

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Age range
  • 18-25
  • 26-35
  • 36-50
I am interested in:
  • Disability income
I want to:
  • Protect my family

Disability Income Insurance

Protect against the loss of your ability to earn income. Catholic Financial Life's alliances with financial partners offer several disability options.

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Age range
  • 18-25
  • 26-35
  • 36-50
I am interested in:
  • Disability income
I want to:
  • Protect my family

Education Savings Resources

Education costs for your children must be balanced with other important needs such as saving for retirement and shorter term goals. Cash value life insurance can be a source for funding college.

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I am interested in:
  • Life insurance
I want to:
  • Protect my family

Financial Solutions

Learn about the financial solutions that Catholic Financial Life offers, like life insurance, annuities, retirement plans, and college savings plans.

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Impaired Risk Life Insurance

Catholic Financial Life's alliances with financial partners can offer coverage for certain health conditions that Catholic Financial Life cannot insure.

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IRA Rollover Rule Change

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Age range
  • 36-50
  • 51-65
  • 65+
I want to:
  • Build wealth
  • Generate income

Long-Term Care Insurance

Through Catholic Financial Life' alliances with financial partners, we offer various funding strategies for long-term care to best fit your needs.

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Age range
  • 51-65
  • 65+

Medicare Supplement Insurance

With their financial partners, Catholic Financial Life offers Medicare supplement insurance.

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Age range
  • 65+

Other Insurance Products

With our partner, Catholic Brokerage Services Corporation, we offer disability income, impaired risk life, long-term care, Medicare supplement insurance.

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Retirement Plans

Take charge of retirement planning as soon as possible. Regardless of your age, you can ensure your financial security in retirement.

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Age range
  • 36-50
  • 51-65
  • 65+
I want to:
  • Build wealth
  • Generate income

Term Life for Children (TLC)

Provides up to $25,000 of term life insurance for children age 15 or younger. Single Pay options of $10,000 or $25,000 of coverage also available.

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I am:
  • Starting a family

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.

Term
Term 10/20/30 Policy Form# ICC10 TRM; 2010 TRM AR; 2010 TRM AZ; 2010 TRM CT; 2010 TRM IL; 2010 TRM ND; 2010 TRM SD. TLC (annual pay) Policy Form# ICC10 JV; 2010 JV AR; 2010 JV AZ; 2010 JV CT; 2010 JV IL; 2010 JV ND; 2010 JV SD. TLC (single pay) Policy Form# ICC10 JV SP; 2010 JV SP AR; 2010 JV SP AZ; 2010 JV SP CT; 2010 JV SP IL; 2010 JV SP ND; 2010 JV SP SD.

Annuities
Flex 10 Annuity Policy Form# ICC10 FPDA-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 FPDA-6; 2010 FPDA-6 AR; 2010 FPDA-6 AZ; 2010 FPDA-6 CT; 2010 FPDA-6 IL; 2010 FPDA-6 ND; 2010 FPDA-6 SD. Flex 2 Annuity Policy Form# ICC10 FPDA-2; 2010 FPDA-2 AR; 2010 FPDA-2 AZ; 2010 FPDA-2 CT; 2010 FPDA-2 IL; 2010 FPDA-2 ND; 2010 FPDA-2 SD. Single Premium Deferred Annuity Policy Form# ICC10 SPDA-5; 2010 SPDA-5 AR; 2010 SPDA-5 AZ; 2010 SPDA-5 CT; 2010 SPDA-5 IL; 2010 SPDA-5 ND; 2010 SPDA-5 SD.  Single Premium Immediate Annuity, "Income Annuity" Policy Form# ICC10 SPIA; 2010 SPIA-AR; SPIA-AZ; SPIA-CT; SPIA-ND; SPIA-SD and #ICC-IA001-08-09-IL.

Whole Life
Value Life Policy Form# ICC10 WL; 2010 WL. 2010 WL AR; 2010 WL AZ; 2010 WL CT; 2010 WL IL; 2010 WL ND; 2010 WL SD. 20 Pay Life Policy Form# ICC10 WL 2; 2010 WL 2; 2010 WL 2 AR; 2010 WL 2 AZ; 2010 WL 2 CT; 2010 WL 2 IL; 2010 WL 2 ND; 2010 WL 2 SD. Single Premium Whole Life Policy Form# ICC10 SPWL; 2010 SPWL AR; 2010 SPWL AZ; 2010 SPWL CT; 2010 SPWL IL; 2010 SPWL ND; 2010 SPWL SD.

Universal Life
UL Lifetime Policy Form# ICC10 UL LFTM; 2010 UL LFTM. UL Limited Pay Policy Form# ICC10 UL SP; 2010 UL SP. UL Ultimate Flex Policy Form# ICC10 UL FLX; 2010 UL FLX.
UL Ultimate Flex Policy Form# ICC10 UL FLX; 2010 UL FLX AR; 2010 UL FLX AZ; 2010 UL FLX CT; 2010 UL FLX ND; 2010 UL FLX SD; 2010 UL FLX IL.
UL Limited Pay Policy Form# ICC10 UL SP; 2010 UL SP AR; 2010 UL SP AZ; 2010 UL SP CT; 2010 UL SP ND; 2010 UL SP SD; 2010 UL SP IL.

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Catholic Financial Life
1100 West Wells Street
Milwaukee, WI 53233

(800) 927-2547

Hours: (Central Time)
8am-4:30pm, M, T, Th & F
8am-8pm, Wednesdays
service@catholicfinanciallife.org

 

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