I believe in the integrity of Catholic Financial Life. - Annette D.

Referral Program

As a member, you made the right choice choosing a financially strong organization to protect your financial future. Now you can help your family and friends experience the same peace of mind. Introduce us to your family and friends through our Referral Program and for your efforts, we will send you a token of our appreciation.1 It’s that simple!

You will have the option to choose between a $25 voucher to be used toward an upcoming Catholic Financial Life member event or a $20 Visa e-gift card. In addition, you will be entered into a quarterly drawing for a $100 e-gift card the month your referral(s) are submitted.

Not a member and interested in learning more?
Contact us today to discover all that our membership has to offer!

Who to Recommend

  • Family members2
  • Neighbors and friends
  • Co-workers
  • Service providers (dentist, doctor, etc.)
  • Fellow parishioners
  • Parents and teachers from your child's school

Important Life Events to Consider

  • Gotten married
  • Had a child or grandchild
  • Purchased a home
  • Changed jobs or retired

Refer a Friend, Get a Reward!

Member Information
( ) -
Do you wish to receive a $20 Visa e-gift card or a $25 voucher to be used toward an upcoming Catholic Financial Life member event?

Referral Information
( ) -
Security code

Official Rules:

1 Only current Catholic Financial Life members are eligible. Awards vary by state. 

2 Recommendations of financial members for which you will be the owner or payer or within the same household are not eligible for the award due to legal restrictions. This program can be discontinued at any time without notice

Recommendations must reside in a state where Catholic Financial Life is licensed to conduct business (AR, AZ, CO, CT, FL, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NE, NH, NM, ND, OH, OK, OR, PA, RI, SD, TN, TX, VT, WA, WV and WI.) Void where prohibited by law. Headquartered in Milwaukee, Wis. Please allow 30 days to receive voucher or gift card.

Back To Top

Ahora estas ingresando a un sitio web de idiomas mixtos. Algunas secciones no están traducidas al español y seguirán estando en inglés.