Research shows that a majority of people decide not to do anything when financial turbulence hits their retirement savings. Many seek clarity but lack the confidence to act. Thus, instead of being proactive, financial issues lock many into non-action.
When you work with Catholic United Financial, we help you see through uncertainty clouded by financial markets and negative returns. How do we accomplish this? We begin our relationship by asking you about how you want your Catholic values reflected in your financial plan.
Our simple but unique fact-finding process called Unite and Grow asks questions about your dreams, goals and your immediate and long-term financial needs. Unlike other companies, we can uphold your values by how we’re managed, where we place our investments and how we support the Catholic community.
When you choose Catholic United Financial retirement planning tools such as annuities and IRAs for your retirement plan, you get some great benefits:
A comprehensive retirement plan takes into account one of the biggest concerns in retirement: health care. Make the best possible choices for your Medicare and supplement health insurance needs by chatting with one of our Medicare supplement insurance specialists. Enrollment assistance, plan comparisons and even plan quotes are possible when you make your plan with us.*
If you become one of the majority of Americans who have long-term care expenses later in life, how will you pay for them when health insurance and Medicare won’t? The answer is to make a plan now using specialized tools that will provide funds for long-term care expenses while protecting you and your estate.
It’s never too late or too early to start saving. Contact your local representative who can show you how Catholic United can complement your existing plan, or help you get on your way with a new plan.
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:
*Catholic United Financial and its Medicare Supplement insurance policy are not connected with or endorsed by the US Government or the federal Medicare program. Plan options vary depending on where you live. This is a solicitation of insurance.