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Product News

Details and developments on the products sold by Catholic United Financial. In our effort to provide our members with products, services and benefits that will contribute to their financial well-being, Catholic United is constantly researching and introducing products that fit this mission. These are stories and announcements of value to our members and potential members.

John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Near retirement? How to manage a financial storm

Turbulent markets are a signal that you need to be diversified in a way that some of your money is protected.
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New 2019 IRA contribution deadline

Gov’t extends IRA contributions deadline – What this means for you

Government extends IRA funding deadline to July 15, providing owners more time to make contributions affecting 2019 tax footprints.
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There is a way for a regular people to become “legendary.”

Legends live on in our hearts, and regular people can become legends

There is a way for a regular people to become “legendary" by using life insurance for their charitable planned giving.
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Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Proposed federal SECURE Act could change everyone's retirement plans

SECURE Act could affect your retirement

If the SECURE Act is passed by Congress, almost everyone will have to revise their retirement plans. Learn how.
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Universal life insurance offers Lifelong financial protection for your family AND an extra-competitive interest rate for your savings to grow

Catholic United universal life insurance for a new generation

Catholic United’s universal life insurance policies are updated to meet the needs of active, longer-living individuals.
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Property dictated by a last will and testament

Never count on an inheritance

If you're basing your financial future on the promise of an inheritance, I'd counsel you to consider these scenarios.
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Medicare Supplement Specialist Tara Weiss talks about Medicare Supplement Insurance in this video series

Watch: Medicare Supplement Insurance Explained

Unexpected health issues can drain your retirement. A Medicare supplement policy can ensure you never face the worst case scenario.
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Protect your retirement nest egg with backup insurance to Medicare

Unexpected health issues can drain your retirement. A Medicare supplement policy can ensure you never face the worst case scenario.
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Living in a future without you

Three families experience the loss of a spouse and parent before age 40
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