Experience the Catholic Knights/ Catholic Family Difference.

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Presentation transcript:

Experience the Catholic Knights/ Catholic Family Difference

Who is Catholic Knights/ Catholic Family? Not-for-profit Catholic membership organization Founded in 1868 Welcomes all Catholics

We’re Better Together!

The Difference is Catholic Values Catholic Knights/Catholic Family puts Catholic values into action by: Building personal, lifetime relationships Delivering trusted, competitive financial services Connecting members in service to others Strengthening communities

As of 12/31/ % 26% 5% 10% 9% 15% 12% Our Commitment to Community

The Difference is Benefits As a member, you can access a variety of membership benefits, including: Scholarships for students from grade school through college Family protection benefits Spiritual benefits Prescription savings Social and charitable activities… and more!

Our Financial Strength Prudential AXA Equitable Life Hartford Life Group Catholic Knights/ Catholic Family Metropolitan $ $102.90$ $ $ Solvency Ratio – assets for each $100 of liabilities Most recent data available (2008) from independent ratings agency A.M. Best

Securities are offered through registered representatives of Catholic Financial Services Corporation, 1100 West Wells St., Milwaukee, WI, 53233, Catholic Knights affiliated broker-dealer., which is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Where Will You Be? 20 Have annual incomes below the poverty level 51 Have annual incomes above the poverty level, but must reduce their standard of living at retirement 25 Are Dead 4 Achieve financial independence It is a paradox in the world’s richest nation, millions of people live in poverty. These people didn’t plan to fail…they failed to plan. For every 100 people starting their careers, the following situation exists at age 65: Source: U.S. Department of Health and Human Services, SSA Pub # , 2005

We Help You Plan We offer a full spectrum of financial services, to help you with: Retirement planning Educational funding Estate planning Business continuation needs Income replacement Wealth maximization Long-term care planning Burial account planning Pension maximization Mortgage/debt coverage Charitable giving Leaving a legacy

How We Work With You We help you achieve your goals by: Listening to what is important to you Understanding your objectives Gathering information and analyzing your situation Providing recommendations that meet your objectives Reviewing your situation and progress regularly

Let Catholic Knights/ Catholic Family enrich your life!