Life Insurance

Life insurance is a key component to any financial plan, but more than that, life insurance is about love. Protecting the people we love most is the main reason why life insurance exists and why we buy it.

Catholic United Financial offers several types of term and permanent life insurance that can fit into the budget and values of today's Catholic family.

The best part is that your purchase of a product from Catholic United is transformed into grants, scholarships and benefits to your local Catholic community through engagement programs.

Term Life Insurance

Term life insurance from Catholic United Financial offers affordable protection to meet short-term life insurance needs of today’s working families, and membership in a company that helps them align their finances with their faith.

Universal Life Insurance

Universal Life combines the protection of permanent life insurance with the accumulation of cash value at current, competitive interest rates. This type of permanent insurance provides security and growth plus flexible options for premium payments and death benefits.

Whole Life Insurance

Whole Life is permanent life insurance that protects you, your family, your assets and your dreams. Beyond the protection of life insurance, Whole Life from Catholic United is an important asset and wealth-building tool that provides you with tax-deferred growth on the cash value portion and a lifetime of protection. Learn more here.

Retirement Tools

Boost your retirement plan with a secure savings product from Catholic United Financial. Catholic United offers annuities, IRAs1 and other retirement products that are:

  • free of stock market risk
  • offer guaranteed minimum rates of return
  • compatible with rollovers from 401(k) plans, IRAs and pensions
  • have no service fees or annual fees2 that reduce your rate of return
  • can be opened with as little as $25 dollars3

 

Medicare Supplement

Catholic United Financial’s Medicare Supplement Insurance Plans are designed to go hand and hand with your current Medicare coverage. Our Medicare Supplement insurance can help pay eligible expenses not covered by Medicare Part A and Medicare Part B.

Medicare Supplement Insurance is a valuable tool to help you in these times of need and can reduce the anxiety of unexpected medical emergencies. And since the insurance is offered by Catholic United, you know your purchase supports the Catholic community and faith-fueled activities in your area.


1Catholic United Financial IRAs are Individual Retirement Annuities. 2Federal and state penalties may apply with early withdrawal. Withdrawals prior to age 59 1/2 will be subject to government penalties. Subject to surrender charges for the first five to seven years of the contract. 3Minimum annual deposit may be required, depending on contract type.  Forms 11A-1, 08UL-01, 06T-1, 06l-1.