Catholic Financial Life

Catholic Financial Life is Number 1 in Social Responsibility and Celebrates 11 Consecutive Years as a Top Workplace

Retrieved on: 
星期一, 四月 29, 2024

"I'm incredibly proud that Catholic Financial Life stands out among companies in our market for our continued commitment to serve the community," said John Borgen, Trusted Fraternal Life President and CEO.

Key Points: 
  • "I'm incredibly proud that Catholic Financial Life stands out among companies in our market for our continued commitment to serve the community," said John Borgen, Trusted Fraternal Life President and CEO.
  • Catholic Financial Life made a multimillion-dollar charitable impact in 2023, with over
    $1.6 million raised and donated to local nonprofits and over 78,000 hours volunteered for local charities by members.
  • Catholic Financial Life's mission is serving God through serving others, providing financial security, and enhancing quality of life.
  • Associates and advisors at Catholic Financial Life experience rewarding careers in the life insurance and financial services industry where they can live their faith and positively impact the quality of life in local communities.

Catholic Financial Life Creates the NextGen Fraternal Model

Retrieved on: 
星期二, 三月 5, 2024

MILWAUKEE, March 5, 2024 /PRNewswire/ -- Catholic Financial Life, a trusted and respected leader in the fraternal life insurance sector for more than 155 years, launches Trusted Fraternal Life, a family of brands, with Catholic Financial Life as its flagship brand.

Key Points: 
  • MILWAUKEE, March 5, 2024 /PRNewswire/ -- Catholic Financial Life, a trusted and respected leader in the fraternal life insurance sector for more than 155 years, launches Trusted Fraternal Life, a family of brands, with Catholic Financial Life as its flagship brand.
  • Creating Trusted Fraternal Life leverages our track record of merger success and financial strength.
  • This action advances Catholic Financial Life's vision to be the innovative leader in fraternal partnerships and consolidation.
  • Operating as a brand under Trusted Fraternal Life does not impact Catholic Financial Life's existing members or associates.

1891 Financial Life Awarded on the Forbes World's Best Insurance Companies 2023 List

Retrieved on: 
星期四, 六月 29, 2023

SCHAUMBURG, Ill., June 29, 2023 /PRNewswire/ -- 1891 Financial Life has been awarded on the Forbes list of World's Best Insurance Companies 2023.

Key Points: 
  • SCHAUMBURG, Ill., June 29, 2023 /PRNewswire/ -- 1891 Financial Life has been awarded on the Forbes list of World's Best Insurance Companies 2023.
  • 1891 Financial Life has been awarded on the Forbes list of World's Best Insurance Companies 2023.
  • Based on the results of the study, 1891 Financial Life is ecstatic to be recognized on the Forbes list of World's Best Insurance Companies 2023.
  • Below you will find a link to the Forbes June 13, 2023, article which shows 1891 Financial Life along with the names of the highest ranking life insurance companies from around the world.

1891 Financial Life Electronic Application Go-Live Announcement

Retrieved on: 
星期二, 十一月 1, 2022

CHICAGO, Nov. 1, 2022 /PRNewswire/ --1891 Financial Life announces the launch of Zinnia's electronic life insurance application.

Key Points: 
  • CHICAGO, Nov. 1, 2022 /PRNewswire/ --1891 Financial Life announces the launch of Zinnia's electronic life insurance application.
  • The launch of the electronic application is 1891 Financial Life's latest advancement in modernizing the life insurance purchase experience for independent life insurance producers and their clients.
  • The new digital electronic application is available for all of the company's offering of life insurance products.
  • Ultimately the goal of 1891 Financial Life is the protection that life insurance brings to individuals and their families.

Alliance of Comprehensive Planners Announces 2022 Annual Conference Agenda

Retrieved on: 
星期三, 四月 27, 2022

WILMINGTON, N.C., April 27, 2022 /PRNewswire/ -- The Alliance of Comprehensive Planners (ACP), the nation's leading community of tax-focused financial planners who provide comprehensive wealth building strategies for their clients on a commission-free retainer basis, has announced the featured speakers and agenda for their in-person conference this fall. The event will be held September 28-October 1, 2022 at the Hilton Minneapolis, MN.

Key Points: 
  • The advisor's first responsibility is to understand the client's story and then to build a financial plan around that story.
  • As a technology strategist and speaker, Schmidt works directly with advisors and planners to assess, research, and implement technology platforms.
  • The Alliance of Comprehensive Planners (ACP), is the nation's leading community of tax-focused financial planners who provide comprehensive planning strategies for their clients on a commission-free retainer basis.
  • Through The Practical Wisdom podcast presented by the Alliance of Comprehensive Planners, ACP members share stories of how they became successful, fee-only, comprehensive financial advisors.

National Catholic Society of Foresters Announces Name Change to 1891 Financial Life

Retrieved on: 
星期四, 八月 19, 2021

MOUNT PROSPECT, Ill., Aug. 19, 2021 /PRNewswire/ --National Catholic Society of Foresters a fraternal benefit society offering life and annuity products has announced today that the organization will begin operating under a new name and will be known as 1891 Financial Life effective immediately in Illinois.

Key Points: 
  • MOUNT PROSPECT, Ill., Aug. 19, 2021 /PRNewswire/ --National Catholic Society of Foresters a fraternal benefit society offering life and annuity products has announced today that the organization will begin operating under a new name and will be known as 1891 Financial Life effective immediately in Illinois.
  • We are very excited about the introduction of our new name; 1891 Financial Life because it allows us to better represent our business to consumers.
  • For more information about the name change or to learn more about 1891 Financial Life.
  • Please visit www.1891FinancialLife.com
    1891 Financial Life is a community-based insurance organization offering products and member benefits that assist individuals and their families achieve financial security.