Catholic United Sales Representatives and our Advanced Case Specialists can help you create create a quality estate plan that honors your wishes, protects your assets, and aligns with your Catholic faith. Tap into the power of Catholic United Financial.
Video: If your financial situation is complex, Catholic United Members can call on an expert
Catholic United Financial has three Advanced Case Specialists on staff to assist our members with complex financial situations, estates and asset protection needs. Watch this short video as our ACS staff talk about who and how they help. (Length – 1:56)
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and: