Keep your retirement secure and make your income last with help from Catholic United
Get started with Catholic United Financial
- Doing business with Catholic United means supporting Catholic religious education in neighborhoods and schools across the Upper Midwest. Read more about our support for a cause that is vital to the future of the Catholic Faith.
Financial goals of seniors
Financial Goal: Make my retirement income last for the rest of my lifetime
We're living longer and outliving our income is a possibility for many.
Financial Goal: Protect assets from excessive taxes and medical care costs
Live out your retirement in security knowing you're protected with Catholic United products.
- A proper estate plan can protect both you and your heirs from excessive taxes. Catholic United offers free estate planning services by our Advanced Case Specialist John Tetzloff.
Financial Goal: Plan ahead for final expenses
Relieve the burden of final expense costs on your loved ones.
- For seniors ages 60-80, an affordable Senior Select Whole Life policy can cover final expenses and the application does not require a physical exam in most cases.
Financial Goal: Leave a legacy
Leave a generous legacy to the causes and charities that are close to your heart.