Next Steps

Next Steps

Thank you for choosing Catholic Financial Life

for your finance needs.


Complete the following steps to make the most of your membership!

1. Register for Account Access

This important step will allow you to access account and benefit information 24/7.  Completing your member profile in account access provides us with important information about your preferences, and helps to direct Catholic Financial Life's future charitable giving.

Certificate owners can access:*

  ♦ A summary of contracts ♦ Beneficiary information
  ♦ Contract details ♦ Annual statements
  ♦ Loan information ♦ Tax statements
  ♦ Billing/premium information ♦ Service forms


Insured members can access member benefit applications.*

Important Note: If you wish to apply for member benefits on behalf of your insured child or grandchild, you must register and log into account access using the member child's name and password.

* If the owner and the insured are the same person, all contract and benefit information will be accessible.
 

2. Complete your member profile.

Click here to complete your profile and set up your member preferences, as well as request or print your ScriptSave prescription discount card.
 

3. Recommend your friends and family to Catholic Financial Life.

You can earn $10 for each one that becomes a new member. Click here for more details.
 

4. Get social with us! Stay connected and join our online community!
 

5. Take one more important step and complete "The Facts of My Life -- Instructions to My Loved Ones."

Click here to complete this helpful booklet. After completing, save a copy to your computer and share a copy with your loved ones. The booklet will provide them with information as to your final wishes, as well as account information they may need should something happen to you.

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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