Income Annuity

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Income Annuity

Employer provided pensions are disappearing and nearly extinct.  But there is good news – purchasing an Income Annuity is like buying a monthly pension check.

You pay Catholic Financial Life a lump sum in exchange for a guaranteed income stream. Payouts begin immediately, providing steady, reliable income with no market fluctuations to worry about or portfolios to manage.

Single Premium Deferred Annuity

A Single Premium Deferred Annuity can help you turn assets or inherited lump sums of money into retirement income for your lifetime, regardless of how long you live.

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Flexible Premium Deferred Annuity

Flexible Premium Deferred Annuities are a reliable and secure way to save for retirement or other life endeavors. Find out why!

 

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Investments

From educational savings to retirement plans, Catholic Financial Life offers an array of financial solutions to help meet your ever changing financial needs.

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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. Withdrawing money from an annuity prior to age 59 ½ may subject owner to an IRS imposed 10% penalty on any premature distribution. Please check with a qualified tax advisor for additional information. Prospective members have the right to obtain a copy of the Buyer’s Guide to Annuities and a Preliminary Contract Summary prior to any annuity sale. Income Annuity Policy Form# ICC-IA001-06-09; IA001-06/09, Single Premium Immediate Annuity Form # ICC10 SPIA.
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