Catholic Financial Life and Catholic United Financial form partnership in innovation 8/19/2019 Catholic Financial Life and Catholic United Financial have publically announced its collaboration efforts to establish Conventus Now, LLC, a new joint venture formed and wholly-owned by both organizations. Read More
Catholic Financial Life to Expand Services with Opening of New Chicagoland Agency 5/16/2019 Milwaukee, Wis., May 15, 2019 – Catholic Financial Life is expanding its services in northern Illinois with the addition of a new agency in Berwyn/North Riverside. Along with seven agencies across Wisconsin, this agency will be home base to the life insurance and annuity company’s 16 local bilingual advisors. Read More
Strongest Year in 150-Year History 4/1/2019 Catholic Financial Life’s net income increased 19 percent in 2018 to $14.3 million, the largest in its 150-year history. “We’re pleased to announce that 2018 was our best year ever,” said Bill O’Toole, President & CEO. “We successfully completed the acquisition of Minnesota-based Degree of Honor life insurance company and fully integrated their business operations without disruption. That helped drive the record net income which resulted in surplus growing to over $99 million.” Read More