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Financial Education

Legacy Killer: Could This Situation Undermine Your Estate?

If you are one of the 30 percent of Americans who have a will in place, you’re on the right track with your estate plan.
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3 Myths About Life Insurance

Are any of these reasons stopping you from getting the life insurance coverage you need?
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Have You Done Enough to Protect Your Income from Market Downturns?

When the time comes to take income, our annuities can also create a lifetime income stream that can never go down or run out.
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Problem Solvers Crack the Toughest Cases

Catholic United Financial leadership recently promoted three of our Sales Representatives to the position of Advanced Case Specialist.
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Advanced Case Specialists: Who do they help and how

Video: If a financial situation is complex, Catholic United Members can call on an expert
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Inflation Creates Financial Headaches: Now What?

Catholic United Financial Sales Representatives offer ideas to help every age combat inflation.
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Do You Have a Plan for Long-Term Care?

More than two-thirds of people over age 65 will need some type of long-term care. How do you fund a plan? Long term care insurance? Self funding? Learn your options.
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2021 Financial Holiday Gift Guide

From youth term life insurance to charity donations, these are the gifts that keep on giving.
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