During these uneasy times, many worry about money and if we will have enough to last through retirement. Learn how to make sure you have enough. Consider a Bonus Plus Annuity for safe, protected, predictable growth.
on new accounts
Contact your local Sales Representative to have a conversation on the financial products that fit your situation.
Our promise:
We reinvest profits back to the Catholic community as grants, scholarships and support
Complete the form and we will send you a personalized example of the secure growth provided by a Bonus Plus Annuity. Requests are limited to states where Catholic United Financial is licensed to do business: Minnesota, Iowa, North Dakota, South Dakota and Wisconsin.
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:
*Annual Payment Yield, subject to change on an annual basis after first year, lifetime minimum guaranteed rate of 1.0%. Minimum deposit $5,000 required. Maximum issue age is 85. $750,000 maximum deposit per household. **Federal & state penalties may apply. Withdrawals prior to age 591/2 will be subject to government penalties. On a Bonus Plus annuity, there is a 7-year surrender period (7%, 6%, 5%, 4%, 3%, 2%, 1%). Form 11A-1
