When we go through life-changing events – such as going to college, getting married or buying a new home – we’re often met with decisions that can impact the rest of our lives. When you’re making these decisions, it’s good to have someone you can trust on your side.
As a member of Catholic Financial Life, you know that we take a “Main Street” approach, not a “Wall Street” approach in all that we do. We realize the importance of spending time getting to know you and understanding your goals. Only then can we work together to determine the best financial solutions to meet your changing needs. Here are just a few examples of how our trusted Advisors have provided customized solutions to members … helping them establish financial security at every stage of life.
The gift that keeps on giving Carol, a grandmother of three young school-aged grandchildren, was working with her Catholic Financial Life Advisor when she expressed her desire to purchase life insurance as a stocking stuffer for her son’s children. On a fixed income herself, Carol and her Advisor together determined that a Term Life Insurance for Children plan was the perfect fit! Carol purchased $30,000 worth of coverage for only $30 a year for each of her grandchildren. Carol was most excited to share with her son that the children could convert their policies
8 CATHOLIC FINANCIAL LIFE FALL 2019
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