IRS Reporting Provided on Substitute IRS Form 5498
Each May, Catholic Life Insurance mails a Substitute IRS Form 5498 for all Traditional IRA, SEP IRA, and Roth IRA accounts (including beneficiary accounts) active as of December 31 of the prior year.
Understanding beneficiary designations Part 2 – Marriage, Divorce, and Estate Planning
Your beneficiary designations should reflect life changes. In Part 2, we explore how marriage, divorce, and estate planning decisions affect who receives your benefits.
Understanding beneficiary designations Part 1 – what every member should know
Whether you’re securing your family’s future through a life insurance certificate or planning for retirement with an annuity, understanding how beneficiary designations work is essential. These designations are more than just paperwork – they are a vital part of your legacy planning.
Why your life insurance company needs your residential address
At Catholic Life Insurance, protecting our members and complying with regulatory requirements is a responsibility we take seriously.
Prior-Year IRA Contributions
Every year, thousands of life insurance policies go unclaimed in the United States — not because benefits aren’t due, but because insurers simply can’t reach the policyholder or their beneficiaries.
2026 Postmark Change
Every year, thousands of life insurance policies go unclaimed in the United States — not because benefits aren’t due, but because insurers simply can’t reach the policyholder or their beneficiaries.
Why Smart Women Start Planning for Retirement Long Before 65
Every year, thousands of life insurance policies go unclaimed in the United States — not because benefits aren’t due, but because insurers simply can’t reach the policyholder or their beneficiaries.
Have We Lost Touch? Let’s Reconnect!
Every year, thousands of life insurance policies go unclaimed in the United States — not because benefits aren’t due, but because insurers simply can’t reach the policyholder or their beneficiaries.
Turning 65? Here’s How Catholic Life Insurance Can Strengthen Your Retirement Plan
Turning 65 is a meaningful milestone—one that signals the beginning of your retirement years and an important moment to review your financial strategy.
Founders’ Month Celebrated This November
Starting As Catholic Life Insurance prepares to celebrate its 125th anniversary, we designate November as “Founders’ Month”—a special time to reflect on our legacy and launch our 125th Anniversary Celebration.
