Personal Introduction Program

Refer a Friend, Get a Reward!

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 Personal Introduction 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.

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

Introduction Form

Tell us who could benefit from learning more about Catholic Financial Life.

Member Information
Name*
Address
City*
State
Zip*
Phone*	( ) - Second three digits Last four digits
Email*
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?	$20 Visa E-Gift Card $25 CFL Member Event Voucher
Referral Information
Name*
Phone*	( ) - Second three digits Last four digits
Security code

Official Rules:

1 Only current Catholic Financial Life members are eligible for this campaign. 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.

Personal Introduction Program

Refer a Friend, Get a Reward!

Who to Recommend

Important Life Events to Consider

Introduction Form

Gracias