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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.

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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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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Father holds son in a tender way

Life insurance protects families with children from lingering tragedy

As a parent, I can’t imagine the emotions around dealing with expenses related to a child who has died, or trying to find money for lingering bills while I’m comforting my wife and children.
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Young couple look skeptical about saving

The WHY of saving money and planning ahead

It’s difficult to make yourself do something if you don’t understand the meaning behind the act. Especially when it comes to the onslaught of retirement and financial planner advice and advertising, there’s one fundamental question that goes unanswered, “WHY?”
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Man pondering his savings paths to retirement Shutterstock

Considering another way to save for retirement? UL delivers.

People are looking for secure vehicles for retirement savings, but low interest rates leave the customer with a tough choice: risk the stomach-churning gamble of the stock market or accept more secure savings tools with rates of return that barely perform. Catholic United has a third choice: Universal Life Insurance.
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Guy grabbing for a dollar

Three suggestions on how to spend (or not spend) your tax refund

Our insurance professionals share three insights on the best use of a tax refund.
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