Financial Solutions | Catholic Financial Life

Financial Solutions

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A young family needs life insuranceLife Insurance

If you passed away today, would your family be able to stay in your current home and make ends meet? Life insurance offers a safety net of protection to your loved ones if something happened to you. Catholic Financial Life offers whole life insurance, universal life insurance and term life insurance.

 

 

 

An older couple who needs annuities and retirement planningAnnuities

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 can generate a guaranteed income for your retirement years!



 

A couple puts money into a piggy bank as they consider their retirement goals and planningRetirement 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.


 

 

A young student considers how he will pay for college. Education Savings Resources

Saving for education 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 education.
 

 

 

A couple meets with their Catholic Financial Life AdvisorOther 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.

Occasionally, our advisors may offer another company’s product in situations where Catholic Financial Life does not offer that type of product. In those situations, the advisor is acting solely as an advisor of that insurer, not of Catholic Financial Life. Catholic Financial Life does not endorse, stand behind or approve the sale of Equity Indexed Annuities. Any questions regarding these products should be directed to the advisor and the insurer listed on the application.

 

 

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.

Get a quote

To find out more and receive an insurance quote, click here.

Contact Us

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