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 Single Premium Annuity for safe, protected, predictable growth.

Safe, secure & protected growth

Annuities can provide freedom from stock market uncertainty and protect 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?

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

 

Contact your local rep to start

Click on their picture to learn more about them

Sales Representative Dean Demarais

Dean Demarais, FIC, LUTCF

320-685-8899
ddemarais@catholicunited.org

Dean serves Cold Spring, Richmond, Avon, Albany, Holdingford, Collegeville, Rockville and nearby

Sales Representative Brenda Kraemer

Brenda Kraemer

320-493-3957
bkraemer@catholicunited.org

Brenda serves Freeport, Melrose, Long Prairie, Greenwald and nearby

Scott Jones, FIC

320-424-9976
sjones@catholicunited.org

Scott serves Alexandria, Osakis, Glenwood and nearby

Dave Stang, FICF

320-469-4735
dstang@catholicunited.org

Dave serves Kimball, Watkins, Eden Valley, Paynesville, St. Cloud and nearby

Regional Director Gregory Gall, FIC, LUTCF

Gregory Gall, FIC, LUTCF

320-229-0717
greggall@catholicunited.org

Greg is a regional sales director for Catholic United Financial

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 Single Premium 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 Single Premium annuity, there is a 5-year surrender period (5%, 4%, 3%, 2%, 1%). Form 23SPA-1