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.
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.
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.
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.
