fbpx

Category

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.

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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More

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.
Read More

Living in a future without you

Three families experience the loss of a spouse and parent before age 40
Read More
Young couples need to plan for immediate expenses in the event of a loss.

Life Insurance for younger folks

Young people have the most urgent planning need for immediate expenses after a loss.
Read More
John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Do I need health insurance when I’m retired?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
Read More
An individual singing paperwork.

You can contribute more to your IRA in 2019

People who want to save for retirement should know the IRS has announced new annual increases to IRA contributions in 2019.
Read More
1 2 3