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Do you have enough PROTECTED income for retirement?

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.

Safe, secure & protected growth

The Bonus Plus Annuity provides freedom from stock market uncertainty and protects your savings without sacrificing growth.

Sources of protected income

Social Security

Pensions

Annuity Protected Income Symbol

Annuities

Do you have enough sources of protected income to cover your basic expenses in retirement?

Open a
Bonus Plus Annuity

  • Our annuities offer a reliable source of income in a time of market uncertainty
  • 2.25% APY guaranteed the first year, 1.0% APY after*
  • Minimum rate of 1.0% APY guaranteed for the life of the contract, and it can increase
  • NO FEES or admin charges to eat away at your nest egg. Your money grows fee-free!**
  • Traditional, Roth and rollover options available

2.25% APY*

on new accounts

How do I get started?

Contact your local Sales Representative to have a conversation on the financial products that fit your situation.

Our promise:

Guaranteed Growth for You
Guaranteed Generosity that Honors Your Faith

We reinvest profits back to the Catholic community as grants, scholarships and support

See your money grow – safe, protected, predictable

 

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.

  • Competitive rate compared to CDs or savings accounts
  • Transfer existing 401(k) or IRAs with no fees or tax penalty
  • Monthly, quarterly or yearly income payments available
  • Easy application takes only minutes
  • Join a Catholic financial cooperative that has a 140-year-old reputation of people helping people

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

*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