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Why do I need life insurance?
Life insurance is about love. A life insurance policy guarantees
When do life insurance needs change?
What else can life insurance do for me?
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Estimate how much life insurance you need
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Financial ideas to complement
St. Charles, MN - March 4 - St. Charles Borromeo Parish
Independence, WI - March 8 - Ss. Peter and Paul Parish
Lake City, MN - March 12 - St. Mary's of the Lake Parish
Circle Pines, MN - March 14 - St. Joseph of the Lakes Parish
Appleton, MN - March 16 - St. John's Parish
Benson, MN - March 16 - St. Francis Parish
Estate Planning Topics
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Are you in one of these situations?
Catholic United Financial has simple savings solutions at competitive rates. You can consolidate your old 401(k), pension and retirement plans into an IRA* with Catholic United Financial.
Catholic United Financial currently offers Traditional and Roth IRAs at competitive rates, with a guaranteed minimum rate for the life of the contract. And when you roll over your old retirement accounts, we won’t charge you any upfront fees to consolidate your money into one of our annuity products.
For CD customers, you can place the balance of your CD into an annuity that, like a Certificate of Deposit, is guaranteed not to lose value.
Have you considered the stability and security of life insurance? Catholic United also has several single-premium life insurance plans available to you. For one single premium payment, you can start a permanent policy that gives you life insurance coverage, plus the added features of cash accumulation, guaranteed growth and dividend options (features dependent on type of permanent insurance contract).
Your local Sales Representative can give you the information you need to bring your old retirement accounts into one stable Catholic United IRA. Search for your Representative by Zip Code.
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:
**Catholic United's IRAs are Individual Retirement Annuities.