For over 150 years, Catholic Financial Life (Wisconsin) has earned the trust of families to safeguard their financial security.
We were founded by a group of Catholics who sought to help and support one another during times of need.
| Address | Phone | |
|---|---|---|
| 1100 W. Wells Street | (800) 927-2547 | info@catholicfinanciallife.org |
| Milwaukee, WI 53233 |
Catholic Financial Life Company Overview
Catholic Financial Life, serving for 150+ years, helps people secure their financial futures through services like life insurance, retirement planning, and education savings.
Our unique financial community boasts assets of $1.7 billion and over 125,000 members across the nation.
We have grown to become the second largest Catholic not-for-profit financial services organization in the United States.
As a membership organization, we prioritize your financial interests.
Experience this commitment through the personalized service we provide as we work together to protect your loved ones.
You will also sense it as you become a valued member of the Catholic Financial Life family.
Take pride in the various ways our organization puts Catholic values into action, enriching lives by giving back to our members and their communities.
Because we are a community-based, not-for-profit financial services provider,
we follow a “Main Street” approach rather than a “Wall Street” approach.
This represents life insurance as it should be.
Why Choose Catholic Financial Life?
FINANCIAL RESPONSIBILITY
At Catholic Financial Life, our primary focus is to deliver value to our members and the communities where they reside and work.
As a member-owned organization, we prioritize our members’ interests, not stockholders or Wall Street.
We are always mindful of the essentials: assisting you in supporting your family, preparing for your financial future, and contributing to your community.
MISSION
Catholic Financial Life, a faith-based membership organization, actively demonstrates Catholic values through:
- Serving God by serving others.
- Offering financial security.
- Enhancing the quality of life.
Catholic Financial Life (Wisconsin) Insurance policies
The company supports your loved ones through uncertainty, providing stability for the unpredictable. It’s time to prepare for the unexpected.
Catholic Financial Life offers a range of financial solutions to safeguard you and your family through:
- Life Insurance
- Permanent Life Insurance
- Term Life Insurance
- Final Expense Insurance to cover your loved ones’ expenses.
- Additional Insurance Solutions
- Disability Income Insurance
- Medicare Supplement Insurance, and more.
- Annuities
- Single Premium Deferred Annuities
- Flexible Premium Deferred Annuities
- Income Annuities.
- Investments
- Choose from various products to meet your evolving financial goals:
- Retirement Plans
- Education Savings
- Mutual Funds
- Brokerage Accounts.
- Choose from various products to meet your evolving financial goals:
As a member, you’ll benefit from:
- Member events and discounted tickets
- Access to educational, spiritual, wellness, and financial benefits
- Participation in Impact Teams.
Claims Process
Catholic Financial Life, based in Wisconsin, has a strong commitment to ensuring that its members can effectively and efficiently process their insurance claims.
The organization recognizes the importance of providing timely and hassle-free claims services, upholding its core principles of support and financial security for its members.
Members who need to file a claim with Catholic Financial Life can expect a straightforward and supportive process.
The organization’s claims department is equipped to handle various types of claims.
The goal is to provide members and their beneficiaries with a smooth experience during what can be a challenging time.
Catholic Financial Life emphasizes personalized service and understanding the unique needs of each member.
This approach extends to the claims process, where the organization aims to process claims efficiently, offering support and guidance throughout.
Members can reach out to Catholic Financial Life’s customer service team, at 414-278-6540 or 877-426-6540
Members can rely on the organization’s longstanding commitment to their financial well-being and peace of mind.
FAQs
- What is a fraternal benefit society?
- A fraternal benefit society is a not-for-profit financial services organization that offers mutual aid, benefits, insurance protection, and engagement opportunities for members and their families.
- Do you have to be Catholic to be a member of Catholic Financial Life?
- No, you don’t have to be Catholic to become a member of Catholic Financial Life. However, you are required to align with our mission, which includes:
- Serving God through serving others.
- Providing financial security.
- Enhancing the quality of life.
- No, you don’t have to be Catholic to become a member of Catholic Financial Life. However, you are required to align with our mission, which includes:
- What are your hours?
- Catholic Financial Life operates during the following hours:
- Monday, Tuesday, and Thursday: 8:00 a.m. to 4:30 p.m.
- Wednesday: 8:00 a.m. to 6:00 p.m.
- Friday (Memorial Day – Labor Day): Open until 1:30 p.m.
- Friday (Labor Day – Memorial Day): Open until 2:30 p.m.
- Catholic Financial Life operates during the following hours:
- How do I become a Catholic Financial Life member?
- To become a member, you must purchase a financial product from Catholic Financial Life. Becoming a financial member, owning a financial product from Catholic Financial Life, is the requirement to qualify for our member benefits.
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