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Agent Marketing Material

Flyers are available for personalization please contact marketing@cliu.com

Welcome to the Catholic Life Insurance (CLI) Marketing Resources Page! As a valued CLI Agent, you have access to a variety of professionally designed marketing materials to support your sales efforts. Generic, non-personalized flyers are available for immediate download. If you’d like a personalized version, simply download the flyer you wish to customize and email it to Marketing@cliu.com. In your email, please include your full name, phone number, email address, and a current headshot you’d like us to use. Our Marketing Team will gladly personalize the flyer with your information and return it to you promptly.

2027 Incentive Trip

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Size
Options
  • 2027-Incentive-Trip.pdf
    1.09 MB

Agent Growth Program

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Size
Options
  • AGP-Sign-Intake-Form-Final-1-27-26.pdf
    126.84 KB
  • CLI-Agent-Growth-Program-4-24-26-Presentation.pdf
    6.56 MB

Agent Spotlight

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Size
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  • Agent Spotlight for July 2026 - Caroline Escobedo and Juan Frias.pdf
    2.24 MB

Annuities

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Size
Options
  • Annuity Retirement_Flyer_Generic_6.00 & 3.00_0925.pdf
    647.48 KB
  • Annuity-Leaving-Legacy-Flyer-6.00-3.00-0925.pdf
    863.88 KB
  • Annuity-Risk-Tolerance-6.00-3.00-09125.pdf
    432.37 KB
  • CLI_Annuity 3 & 5 Years Flyer_GENERIC-072426.pdf
    442.77 KB

Articles & Sales Communication

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Size
Options
  • Annual-Review-Letter.pdf
    38.27 KB
  • Branch Social Schedule - as of 7-16-26.pdf
    81.78 KB
  • CLI_Recruiting_Flyer-050725.pdf
    593.99 KB
  • Janet's Email about Annual Review Mailing.pdf
    22.41 KB
  • Janets-Article-Summer-Mag-2025.pdf
    94.13 KB

Ascensus Brochures (IRA)

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Size
Options
  • Roth-IRA-Ascensus-Ebrochure-041426.pdf
    10.69 MB
  • SEP-SImple-IRA-Ascensus_Ebrochure_041426.pdf
    4.55 MB
  • Traditional-IRAs-Ascensus-Ebrochure-041426.pdf
    7.42 MB

CLI General (No product Info)

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Size
Options
  • Benefits-Fold-Brochure.pdf
    2.91 MB
  • Branch Social Schedule - 7-16-26.pdf
    81.78 KB
  • CLI_Commn_Sense_Guide_2sided_Card-GENERIC-DIGITAL.pdf
    646.22 KB
  • CLI_LifeInsurance_Protect-What-Matters-Most_GENERIC-DIGITAL-061526.pdf
    1.82 MB
  • CLI-Benefits-Flyer-Final.pdf
    698 KB
  • CLI-The-Legal-Reserve-System-Flyer-030525.pdf
    165.24 KB
  • Common-Sense-Guide-Life Insurance.pdf
    412.81 KB

CLI Logos

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Size
Options
  • 3.96 MB
  • 268.24 KB
  • CLI_BrandingGuide-0425.pdf
    1.24 MB
  • CLI_Headshot_Guidelines as of 10-28-24.pdf
    1.93 MB

Products at A Glance

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Size
Options
  • Annuity Products at a Glance August 2026.pdf
    232.25 KB
  • Term Life Products at a Glance August 2026.pdf
    234.12 KB
  • Whole Life Products at a Glance August 2026.pdf
    238.38 KB

Public Webinars

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Spanish Marketing Materials

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Size
Options
  • CLI_Annuity-3-5-Years-Flyer-SP-020626.pdf
    273.49 KB
  • CLI_AnnuityRiskTolerance_AGENT-SP-020426.pdf
    555.11 KB
  • CLI_Retirement_Flyer_Agent-SP-031626.pdf
    869.51 KB
  • Why-Catholic-LIfe-Insurance-SP-110625.pdf
    1.39 MB

Term Life Insurance

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Size
Options
  • CLI_JFK_Trifold_FLORIDA-101425.pdf
    1.11 MB
  • CLI_JFK_Trifold-PRINT-070726.pdf
    1.98 MB
  • CLI_LifeInsurance_Protect-What-Matters-Most_GENERIC-DIGITAL-061526.pdf
    1.82 MB
  • CLI_Term Basic Life Insurance Flyer-07026 (1).pdf
    552.98 KB
  • Commn_Sense_Guide_2sided_Card.pdf
    1.03 MB
  • Common_Sense_Guide_LifeIns. Flyer_062625.pdf
    416.1 KB
  • Fillable Common_Sense_Guide_LifeIns.pdf
    414.79 KB

Underwriting Requirements

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Options
  • UNDERWRITING-REQUIREMENTS-MATRIX-EFFECTIVE-7-1-26-Updated.pdf
    244.31 KB

Ways to Meet Prospects

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Size
Options
  • 2025-26-Catholic-Schools-Charitable-Raffles-Winners.pdf
    46.16 KB
  • Branch Social Schedule - as of 7-16-26.pdf
    81.78 KB

Whole Life Insurance

Name
Size
Options
  • CLI_20 Year Pay Whole Life Flyer_GENERIC.pdf
    460.99 KB
  • CLI_Final Expense_Flyer_GENERIC-DIGITAL.pdf
    521.94 KB
  • CLI_LifeInsurance_Protect-What-Matters-Most_GENERIC-DIGITAL-061526.pdf
    1.82 MB
  • CLI_SPWL-Plus-Flyer-8.5x11-Generic-DIGITAL_030525.pdf
    409.41 KB
  • Commn_Sense_Guide_Buying Life Ins.2sided_.pdf
    646.22 KB
  • Common_Sense_Guide_LifeIns. Flyer_062625.pdf
    416.1 KB
  • Copy of UNDERWRITING-REQUIREMENTS-MATRIX-EFFECTIVE-7-1-26-Updated.pdf
    244.31 KB
  • Fillable Common_Sense_Guide_LifeIns.pdf
    414.79 KB
  • SPWL Flyer -0625.pdf
    541.77 KB
Catholic Life Insurance
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