CFL Spring 2022
THE VALUE OF VALUE LIFE INSURANCE
In this complicated world, there are some things that are simple — like the need to protect our loved ones. Catholic Financial Life’s Value Life Insurance is a Whole Life Insurance plan that is easy to understand, low cost and provides cash value. It’s that simple. It guarantees low-cost premiums and protection for your whole life. Let’s find out how Juan and Catherine benefited from Value Life Insurance.
Catherine’s Background Age: 67 Income: $60,000 Family: Husband and three children
Health Status: Occasional smoker, average health Goals: Ensure her family has enough money to cover funeral costs Meet Catherine Catherine is a 67-year-old recent retiree. When reviewing her finances and organizing important documents, she grew concerned that her three children would need to pay for her funeral/burial out of pocket since she didn’t have any life insurance. She only had group coverage through work that expired when she retired. Catherine reached out to a Catholic Financial Life Advisor and purchased a $25,000 Value Life Insurance policy for less than $90 per month. Her coverage will never decrease, and her premium will never increase. Catherine was able to enjoy more of her retirement knowing her kids were financially protected if something were to happen to her.
6 CATHOLIC FINANCIAL LIFE SPRING 2022
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