10 Smart Ways to Use Whole Life Insurance
When most people think about whole life insurance, they immediately think about protecting their loved ones financially.
Withholding Notices
If you have an annuity receiving regularly scheduled payouts or are required to take IRS Required Minimum Distributions, you have likely noticed that you are receiving correspondence from Catholic Life Insurance providing an opportunity to update your withholding election on IRS Form W-4R or IRS Form W-4P annually or semi-annually.
Required Minimum Distribution Payout Rules Explained
IRS Required Minimum Distributions (RMDs) are an important part of retirement planning for individuals with Traditional IRAs.
Navigating IRS Required Minimum Distributions (RMDs)
Individual Retirement Arrangements (IRAs) are retirement funds to be used during the IRA Holder’s retirement
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.
Why Life Insurance Needs Your 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.
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.
Retirement Planning at 65: What to Know
Turning 65 is a meaningful milestone—one that signals the beginning of your retirement years and an important moment to review your financial strategy.
A Faster, Easier Way to Serve You: Electronic Signatures!
Starting November 1, 2025, you’ll manage your policies more easily and securely than ever as Catholic Life Insurance expands the use of electronic signatures (e-signatures) for key member transactions..
