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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 Bonus Plus 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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total grants and scholarships given to the area I serve
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fundraising dollars matched in the last 12 months
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workshops & fundraising events in the last 12 months
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in post-high school tuition scholarships granted

Parishes I serve

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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Youth Term Policy upgrade opportunity in 2020

Special offer for youth term policy owners

Young Members entering adulthood with Youth Term policies can continue their coverage as Term insurance
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Medicare Supplement Specialist Tara Weiss

Watch: Medicare and you in two minutes

Medicare specialist Tara Donahue-Weiss breaks down the basics of how Medicare works, the letter parts, and where a Medigap or Medicare Advantage plan fits in with your retirement health care plan.
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Medicare Supplement Specialist Tara Weiss

Watch: COVID-19 and Medicare

Will Medicare cover COVID-19 related expenses? In this short video, specialist Tara Donohue Weiss answers this and other coronavirus related questions.
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Fall 2020 Webinar Series

Member Engagement Presents: Fall 2020 Volunteerism Webinar Series

New webinar series will tackle volunteer trends, recruiting leaders, succession planning and motivation. Free for all to attend.
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Forward-thinking reasons to insure children

Four forward-thinking reasons to insure your children

Most people consider life insurance to be a product for adults, but John Tetzloff gives four reasons why insuring children is about forward thinking.
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