Insurance Professional

Dedicated. Local. Loyal. Trained. Flexible. Catholic.

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Need a more PREDICTABLE return on your investment?

Place your ‘Safe’ money with Catholic company that has a 140-year-old track record of people helping people. Consider a Single Premium Annuity for safe, controlled, predictable growth.

Upcoming Workshops

Learn estate planning, retirement saving, final expense planning and more from a Catholic perspective.

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Faith-Fueled Financial Cooperative

Transforming profits into purpose to promote for and care for our extended catholic family

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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS

8,000 Catholic Students Celebrate $950k Raised in Raffle to Fund Biggest School Priorities

Students sell more than 95,000 raffle tickets during 2026 fundraiser; winners drawn for $30K in raffle prizes awarded by Catholic United Financial
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Portia Young

Trusted Fraternal Life Welcomes Portia Young to Its Board of Directors

Trusted Fraternal Life appoints Portia Young, Sargento’s PR Director, to its Board of Directors. Young brings expertise in communications, brand strategy and community service, aiming to advance Trusted Fraternal Life’s mission and impact.
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Author Jean Chatzky

Holistic Approach to Retirement Planning

Jean Chatzky, bestselling author and host of the HerMoney podcast, offers guidance to help you stay on track for a confident retirement.
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KBRA Affirms Trusted Fraternal Life’s ‘A’ Insurance Financial Strength Rating With Stable Outlook

Trusted Fraternal Life, a fraternal benefit society headquartered in Milwaukee, proudly announces that it has maintained its ‘A’ insurance financial strength rating with a Stable Outlook from the Kroll Bond Rating Agency (KBRA), a global, full-service credit rating agency.
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Raffle Fundraiser is a Lifeline for Catholic Education

For Catholics and non-Catholics alike, report shows that the Church is a partner with the broader community for the common good
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Bearing Tremendous Fruit for the Common Good

For Catholics and non-Catholics alike, report shows that the Church is a partner with the broader community for the common good
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