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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.

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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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.
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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.
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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.
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Catholic United Financial has products that can assist with every step of life's journey.

Products for every step of life’s journey from cradle to old age

Catholic United’s brand journey is, and always has been, about the whole person and their whole life.
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A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

Life-changing tax reforms have come, and it’s time to use them to the advantage of yourself and your favorite charity.
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