Financial Responsibility

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Financial Charts 2017



At Catholic Financial Life, we’re focused on providing value to our members and the communities in which they live and work. Being member-owned means we don’t answer to stockholders or Wall Street. We answer to our members. We’ll never lose sight of what’s important: helping you take care of your family, plan for your financial future and give back to your community.

As a faith-based organization, we’re rooted in strong Catholic values. Trust is one of our guiding principles. It’s why members count on us to protect their families and help build their financial futures. Whether it’s the financial solutions and benefits we offer, or the ethical way we conduct business, you can feel confident in your relationship with us.


We remain committed to a conservative investment approach and maintaining the financial integrity of our organization for current and future members. Check out the two financial highlights below to learn more.

2019 Financial & Fraternal Report             KBRA Rating: A- with stable outlook

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