Business Details
Trusted Life Insurance & Financial Services Since 1866
Catholic Financial Life has been dedicated to providing life insurance and financial services for over 155 years. As a member-owned organization, we prioritize the needs of our members, offering tailored solutions including permanent and term life insurance, annuities, and investment products. Our nationwide network of advisors ensures personalized support for individuals seeking financial security. With $1.7 billion in assets and a commitment to community impact, we combine financial strength with a mission-driven approach. Our longevity reflects our dedication to transparency, ethical practices, and empowering members to protect their families and achieve long-term goals.Headquartered in Milwaukee, Wisconsin, we serve over 117,000 members across the United States. Our awards and accreditation, including recognition as a Trusted Fraternal Life brand, underscore our reputation for reliability and service excellence. Through initiatives like the Catholic Financial Life Foundation, we extend our impact by supporting charitable causes nationwide. By blending tradition with innovation, we remain a trusted partner for generations of families planning for their financial future.
Services
Life Insurance
Final Expense Insurance
Annuities
Investments
Disability Insurance
Medicare Supplements
Highlights and features
- We offer 155+ years of experience in life insurance and financial services.
- Our member-owned structure ensures accountability to those we serve.
- Nationwide network of advisors provides localized, personalized support.
- Commitment to community impact through charitable initiatives and outreach.
- Financial strength demonstrated by $1.7 billion in assets and industry recognition.
Associations and certifications
- Trusted Fraternal Life
Services
Life Insurance
We offer term and permanent life insurance policies designed to protect your family's financial future. Our customizable coverage options ensure you find a plan that matches your budget and long-term goals. With guaranteed acceptance and fixed premium rates, our policies provide peace of mind for loved ones.
Final Expense Insurance
Final Expense Insurance covers end-of-life costs without requiring a medical exam. This guaranteed acceptance policy helps alleviate financial burdens on your family while ensuring your wishes are honored. Fixed premiums remain stable throughout the policy term.
Annuities
Our annuity products, including single and flexible premium deferred annuities, help build tax-advantaged retirement savings. Income annuities provide predictable cash flow during retirement, supporting financial stability for life. Competitive rates align with market conditions.
Investments
We provide diversified investment options like mutual funds, brokerage accounts, and retirement plans. These tools help members achieve financial goals through strategic asset allocation and professional guidance. Educational resources empower informed decision-making.
Disability Insurance
Disability Income Insurance replaces a portion of earnings if an injury or illness prevents work. This coverage safeguards your financial stability during recovery periods. Policies integrate with broader financial plans to ensure comprehensive protection.
Questions
What types of life insurance do you offer?
We provide term life insurance for temporary coverage and permanent life insurance for lifelong protection with cash value accumulation.
How can I find a local advisor?
Use our online office locator to find representatives in Wisconsin, Illinois, and other states through our nationwide network.
Does Catholic Financial Life support community initiatives?
Yes, our foundation donated over $1.6 million to charitable causes in 2023, focusing on education, wellness, and spiritual programs.
What investment options are available?
We offer mutual funds, retirement accounts, education savings plans, and brokerage services tailored to individual financial goals.
Are there membership benefits beyond insurance?
Members access exclusive events, educational resources, wellness programs, and Impact Teams for community service opportunities.
Reviews (5)
Rock Luis
Jan 23, 2022
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The agent was very helpful.he was extremely polite even we I was getting frustrated with the process. thanks to Catholic Financial Life.
Jason K. Smith
Dec 26, 2021
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Catholic Financial Life insurance agency ware excellent-very helpful. They ware very best to get us an outstanding rate. They ware very amicable and knowledgeable and great customer service!
Flaviane Martins
Dec 24, 2021
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Agent was friendly and extremely helpful. Made the whole process quick and easy. I truly believe i have gotten the best price for my insurance needs and will use Catholic Financial Life in the future for any further insurance needs.
Noah Oliver
Nov 24, 2021
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Excellent service. All of my phone calls were answered promptly by a knowledgeable agent and I received immediate answers and assistance.
Jeremy Harold
Nov 09, 2021
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Catholic Financial Life made the insurance buying process quick and painless. They saved my money off my current insurance policy, a good amount of money. The agent that assisted me, was very helpful. I appreciated their knowledge and ease in answering our questions. Great service!
