Understanding Beneficiary Designations, Part 3
For members with more advanced estate planning needs, trusts can play a valuable role in how life insurance or annuity proceeds are managed and distributed.
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.
Beneficiary Designations After Marriage or Divorce, Part 2
Your beneficiary designations should reflect life changes. In Part 2, we explore how marriage, divorce, and estate planning decisions affect who receives your benefits.
Beneficiary Designations: What You Should Know, Part 1
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.
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.
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..
Think You Can’t Afford Life Insurance? Think Again.
Many young adults believe life insurance is something they’ll need “one day.” Between student loans, rising rent, and the costs of everyday life, it often feels out of reach.
Investing in the Future – RMD Options
If you’re age 73 or older, you’re likely familiar with the IRS Required Minimum Distributions (RMDs) that must be processed from your IRA(s) each year.
Inheritance Tax Planning: How to Avoid a Tax Time Bomb
An inheritance should be a blessing—not a burden. Learn how to avoid unexpected tax costs and protect your family’s legacy through smart financial planning.
