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.

Sound familiar?

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.

Provide a rock-solid retirement savings plan

When you choose Catholic United Financial retirement planning tools such as annuities and IRAs for your retirement plan, you get some great benefits:

  • Freedom from stock market risk
  • Guaranteed minimum returns
  • Professional service from a local Representative
  • No annual fees, maintenance fees or service fees
  • Options for fixed incomes, including charitable giving
  • Work with a company with more than 140 years of stability and success

Prepare for health insurance in retirement

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.*

  • Medicare Supplement Insurance
  • Enrollment Assistance
  • Part D Planning

Create a long-term care plan

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. 

  • Fixed-rate annuity with long-term care rider
  • Permanent Life insurance with Living Care Rider
  • Long-term care insurance

Tools plus planning equals success

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.

An agent reviewing paperwork with his clients, one of many Catholic careers offered at Catholic United Financial.

Become a member and become something more

Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:

  • Making our grants, scholarships and incentive programs possible
  • Encouraging volunteer work and training
  • Fundraising for Catholic parishes, schools and religious education programs
  • Participating in the business decisions of a company that is member-owned and operated
  • Bringing benefits to your local Catholic community

*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.