Catholic financial life

Catholic Financial is "Top Workplace" 5th Year in a Row!

May 10, 2018

Catholic Financial Life has once again been named a Top Workplace by the Milwaukee Journal Sentinel!

This marks our 5th consecutive win, having previously been recognized in 2014, 2015, 2016, and 2017.

We're proud to announce that we've been named a 2018 Top Workplace by the Milwaukee Journal Sentinel! A big thank you goes out to all of our associates and advisors, who helped make this possible.

Presently, we're seeking New Advisors to join our team here in Green Bay! Give us a call at 920.432.8824!

Catholic Financial Life has been protecting the financial security of Catholic families for nearly 150 years, and they'd love to help you get started today!

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell today, and be sure to let her know that the Green Bay News Network Sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Work Got You Down?

February 15, 2018

Successful individuals don’t just go through life...

...they GROW through life!

An important part of Catholic Financial Life‘s mission is serving God through serving others. As a Catholic Financial Life Advisor your work supports annual outreach of:

• Over $300,000 in Catholic school scholarships.

• More than $550,000 in charitable contributions to Catholic
schools and parishes.

• In excess of 23,770 hours of volunteer service and nearly
$150,080 in funding to the Society of St. Vincent de Paul.

Get started today on a career you'll love — that rewards you and impacts the lives of those you serve. Give their Green Bay office a call to hear about the great opportunities available now!

To Learn More, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 703.928.9695

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Every family needs to safeguard their financial future.

February 7, 2018

But, how do you decide on the right amount and type of coverage?

Catholic Financial Life is here to help!

Catholic Financial Life doesn't believe that a one-size-fits-all approach is the way to do business. Everyone has unique financial needs and goals.

Because we care about our members and want what's best for you, we recommend partnering with one of our professional advisors for a free, no-obligation financial needs analysis.

Catholic Financial Life has been protecting the financial security of Catholic families for nearly 150 years, and they'd love to help you get started today!

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 703.3928.9695

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Our Lady of Lourdes School Among "Give Back" Winners

February 1, 2018

Eleven Catholic schools made it to the final round of voting in Catholic Financial Life’s Give Back contest! Nearly 10,300 votes were cast for all of the schools.

Congratulations to the following schools who received the most votes:

Small School Category:
1st Place: Our Lady of Lourdes Catholic School – De Pere, WI
2nd Place: St. Anthony School – Oconto Falls, WI

Large School Category:
1st Place: St. Mary Parish School – Hales Corners, WI
2nd Place: Holy Apostles Catholic School – New Berlin, WI

Catholic schools were invited to submit a 2-minute video showcasing how their school forms students into disciples who live out the Gospel challenge to "love one another."

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For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 703.3928.9695

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

De Pere School among "Give Back" Finalists - Vote Now!

January 23, 2018

To celebrate 150 years of protecting families and supporting Catholic Schools, Catholic Financial Life is holding another Give Back Video Contest!

Last year, more than 25 schools from across the country participated in the contest.

Our Catholic Financial Life Green Bay office is asking that you please vote for Our Lady of Lourdes School, De Pere, which is one of the finalists. They need Your support to win!

The winners will receive cash prizes:

1st Place (enrollment over 250 students): $5,000

1st Place (enrollment under 250 students): $5,000

2nd Place (enrollment over 250 students): $2,500

2nd Place (enrollment under 250 students): $2,500

You can show your support by Voting Here

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 703.3928.9695

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

FINANCIAL SOLUTIONS FOR CATHOLIC FAMILIES AND BUSINESSES

January 16, 2018

Catholic Financial Life offers an impressive array of Financial Solutions, especially with Catholic Families and Businesses in mind:

Life Insurance

Annuities

Retirement Plans

Education Savings Resources

Other Insurance Products

For More Information on These Financial Solutions, Please Click Here.

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 703.3928.9695

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

A CAREER OF SERVICE

January 4, 2018

For three years running, Catholic Financial Life has been named a "Top Workplace" by the Milwaukee Journal Sentinel. If you're looking for a position now, or considering a career change, you may be interested in one or more of the following:

Advisor

"Catholic Financial Life is in the business of safeguarding the financial security of our members. Because we’re a community-based not-for-profit financial services provider, we have a “Main Street” not “Wall Street” approach. As an advisor with Catholic Financial Life, you have the opportunity to live your faith while building a great career. We give you the unique ability to serve a market with endless opportunities."

Home and Field Office Careers

"Our associates are our most valued resource. Our unique atmosphere provides a work environment encouraging professionalism, caring, respect, cooperation, open communication and humor."

Independent Brokers

"Our value proposition sets us apart from our competition. It offers you, an independent broker, products, and service backed by a company of integrity and a history of doing things right by our members for over 146 years. With Catholic Financial Life, you have the opportunity to tap into an underserved market with endless opportunities. We offer a comprehensive product portfolio of fixed life and annuity products, competitive interest rates, fair surrender periods and a few products you won’t find anywhere else."

To Learn More, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

 

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Are You Resolved to Secure Your Family's Future?

December 28, 2017

Many of us make New Year's Resolutions, with the general idea being to improve our lives and situations.

For area Catholics, a helping hand can be found from Catholic Financial Life. Membership in CFL is a great way to build security for your family, as well as peace of mind.

As a member of Catholic Financial Life, you join together with more than 108,000 other Catholics who share similar values. Since they are a not-for-profit organization, their members govern Catholic Financial Life.

You can become a Catholic Financial Life member by purchasing a financial product. You also have the opportunity to enjoy wholesome family activities at a discount through a local chapter.

Through chapters, a local grassroots network of groups, members of all ages partake in social, educational, religious and civic activities to benefit local parishes and schools, individuals in need, and community organizations.

Catholic Financial Life's chapter system conducts more than 2,400 volunteer activities each year. Chapter funds are used to sponsor social and charitable projects. Local chapters elect chapter leaders who help local members receive the full benefit of their membership by organizing and encouraging participation in chapter activities.

To Learn More About Membership, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Catholic Financial Life Wins 2017 NDI Board of the Year Award

December 7, 2017

Catholic Financial Life is proud to announce that their Board of Directors received the 2017 Board of the Year award from the Foley & Lardner LLP National Directors Institute!

“Catholic Financial Life’s board of directors has worked closely with its leadership team to implement a long-term strategic plan that is in alignment with the mission and vision of the organization. The board is unique in that it has adopted public company governance best practices and policies that have contributed to a thriving and financially sound company. Catholic Financial Life is a shining example of how good governance directly results in greater long-term value for members and employees. The organization truly believes that when faith and finances are brought together, great things happen that benefit the common good.” - Foley & Lardner

To learn more about their Board, check out this video from Bill O’Toole, President & CEO of Catholic Financial Life.

Here in the Green Bay Area, You Can Contact Kristin O' Connell, or Joe Giganti with regard to your Financial Needs, Questions, and Concerns.

Please be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Green Bay Area "Trick or Treat" Hours

October 26, 2017

As he has done previously, Joe Giganti, of Catholic Financial Life, has again asked us to pass along the schedule for Trick-or-Treating in some of our local communities:

Allouez, 4-7 p.m. Oct. 31.

Ashwaubenon4-7 p.m. Oct. 31.

Bellevue, 4-7 p.m. Oct. 31.

De Pere, 4-7 p.m. Oct. 31.

Denmark, 3-6 p.m. Oct. 31.

Green Bay, 4-7 p.m. Oct. 31.

Hobart, 4-7 p.m. Oct. 31.

Howard, 4-7 p.m. Oct. 31.

Lawrence, 4-7 p.m. Oct. 31.

Ledgeview, 4-7 p.m. Oct. 31.

Little Suamico, 4-7 p.m. Oct. 31.

Pulaski, 4-7 p.m. Oct. 31.

Rockland4-7 p.m. Oct. 31.

Seymour: 5-7 p.m. Oct. 31.

Suamico, 4-7 p.m. Oct. 31.

Wrightstown, 4-7 p.m. Oct. 31.

Joe mentioned that although most area communities are holding Trick-or-Treating on Tuesday, October 31st, from 4pm to 7pm, there are some variations.  

As a parent himself, Joe advises us to abide by the scheduled hours in our own communities.  The local police departments will be paying special attention during those hours for the safety of your children.  

If your community is not listed above, Joe suggests that you call your local law enforcement agency, and they will be able to provide the necessary information.

In a world filled with uncertainty, Catholic Financial Life has served as the foundation of families’ financial security for nearly 150 years. As the video below describes, we are dedicated to continuing to meet the needs of our Catholic community.

Click Here for the Video

For more information, Contact:

Joseph R. Giganti, Sr.
Advisor, Catholic Financial Life
200 S. Washington St. Suite 300
Green Bay, WI 54301
T 920.569.4606 F 920.432.8997 C 703.928.9695
joe.giganti@catholicfinanciallife.org
www.catholicfinanciallife.org

Five Tips to Help Pay off Your Student Loan Debt

October 12, 2017

We were speaking with Joe Giganti, of Catholic Financial Life, just the other day, and our conversation turned to college expenses and debt.  Joe shared a resource with us, that we're now passing on to you.

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While many college grads are starting their first real job, that’s not the only thing they might be starting; Student loan payments begin shortly after graduating. Many grads want to become debt-free as soon as possible but knowing how to do so isn’t always obvious.

Check out these five easy tips to help pay off your student loans sooner rather than later:

Earn money on the sideConsider picking up a side job or starting your own side business and using that money only for your loan repayment. Use the income from your full-time job for other bills and spending habits. Clean out your home/apartment by having a yard sale or sell things on Ebay. Not only will you earn some extra cash, but you’ll also feel better about having your home less cluttered.

Prioritize and pick what you spend money onCut out unnecessary expenses such as TV subscriptions like Netflix or Hulu, eating out, frequent shopping trips.

Refinance student loansRefinancing your loan can mean a lower...

To Read the Entire Article, Please Click Here

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Catholic Financial Welcomes Anthony Hardtke

September 7, 2017

Kristin O'Connell, Catholic Financial Life Regional Manager in Green Bay, is happy to announce that Anthony Hardke has begun his career as a Catholic Financial Life Advisor.

Anthony has been a practicing Catholic all of his life, and has been serving as an advisor now for about 3 months.  Anthony shared with us his reasons for choosing Catholic Financial:

"I enjoy helping people. In this field of business, I help people align their resources so as to best protect their families and achieve their financial goals.  I especially enjoy the fact that Catholic Financial Life, which has been around for almost 150 years, is a membership organization.  This means we put our members' interests first; helping them set and achieve their goals."

You're invited to visit Catholic Financial Life in Green Bay, say hello to Anthony, and ask any of your finanical questions!  He'll be happy to be of service.

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Update: Notre Dame of De Pere Places 3rd in "Give Back" Video Contest

June 15, 2017

Joe Giganti, Sr., of Catholic Financial Life, provided us with an update to a news item we featured on May 24th:

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Congratulations to Notre Dame School of De Pere for placing 3rd in the Give Back Video Contest!

The Give Back theme was inspiring, and the other schools all did great things to help their community and show how they are like Jesus! Notre Dame of De Pere is proud to be among them and to showcase their "Christians in Action" theme.

Notre Dame School wishes to express thanks to all those who voted -- and those who recruited others to vote as well.  Every vote for the school helped them to achieve their spot in the top 3, and to bring home $2500 for their school!

The Catholic Financial Life North Eastern Wisconsin Agency is proud to have helped get the word out locally about Notre Dame School of De Pere!

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For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Membership Benefit: Affordable Family Fun

June 8, 2017

Are you looking for affordable fun for your family this Summer? Joe Giganti, of Catholic Financial Life, tipped us off about some great opportunities -- made all the better by Catholic Financial Life's Member Benefits.

"There are so many great family activities and events right here in our own area, and not far away in the Milwaukee area, that it would be a real shame to miss out on them. Sometimes, price can become a challenge when you have a family -- ask me, I know!  But with your Catholic Finanical Life Member Benefits, you'll have the ability to save money at some great Summer Fun locations."

Joe recommends that you check out these Summer 2017 events, and then give him a call at 920.569.4606.  RSVPs are required by June 23rd, and Joe can help you to be sure your family gets in on the fun.

To Learn about Becoming a Member - And For Answers to Your Financial & Insurance Questions, Contact Catholic Financial Life today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Notre Dame School of De Pere is Finalist in "Give Back" Contest - Vote Now!

May 24, 2017

Catholic Financial Life is sponsoring their "Give Back" Video Contest.

Notre Dame of De Pere's Give Back video is the only one from the Northeast Wisconsin area to make it to the Top 10 finalists!

Joe Giganti, of Catholic Financial Life, points out that with Your support, Notre Dame can bring the Victory home to the Green Bay area:

Please take a moment to visit Notre Dame of De Pere School's Voting Page, and vote for their Give Back video, which was the only one from the Northeast Wisconsin area to make it to the Top 10 finalists! And, please share the great news with your friends, and give them a chance to help push Notre Dame over the finish line!

Once again, to view Notre Dame School of De Pere's Give Back Video - and to vote - Please Click Here.

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Catholic Financial Life Receives 2017 Top Workplaces Award

May 11, 2017

Catholic Financial Life is honored to announce it has been named a 2017 Top Workplace by the Milwaukee Journal Sentinel. This year's recognition marks the fourth consecutive year Catholic Financial Life has received this designation.

“At Catholic Financial Life, we are different by design. It is our associates and advisors who make us successful,” said President & CEO, Bill O’Toole.

Top Workplaces are organizations evaluated by its employee’s alignment on job satisfaction, pay & benefits, and work/life balance. The organization improved in nearly all of these areas since last year, and even the “lowest” scores are at the highest end of the spectrum!

Catholic Financial Life strives each year to rank high in all survey categories, especially when it comes to the “involved” segment. “It's exciting to see the many ways our organization gives back to associates, members and the community. Catholic Financial Life provides volunteer opportunities throughout the year and it feels so good to take part and see the difference we can make,” said a Catholic Financial Life employee.

To Learn more about Careers at Catholic Financial Life, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Meet Catholic Financial Life Advisor, Bob Seering

April 27, 2017

Catholic Financial Life, a valued member of the Green Bay News Network, is proud to introduce Bob Seering, one of their skilled Advisors.

Bob joined Catholic Financial Life 3 months ago because of his interest in helping Catholic families protect and maintain their financial security.

Bob enjoys meeting and developing relationships with prospective members, and helping them learn how Catholic Financial Life can assist them in meeting their financial needs and future goals.

"My purpose is to provide exceptional service and advice to our members fulfilling the financial security of Catholic families who share the passion of our faith."

When Bob's not busy in his profession, he enjoys Golfing, Cycling, XC skiing (when we get enough snow), Fishing, and spending time with his grandchildren.

To Contact Bob, Please Click Here

Catholic Financial Life is located at 200 S. Washington St. Suite 300 in Green Bay.  You can also visit them on the web at www.catholicfinanciallife.org. Please let them know that the Green Bay News Network Sent You!

How Does Your Catholic School Make a Difference?

March 23, 2017

Joe Giganti, of Catholic Financial Life, sent us this information on a great opportunity for area Catholic Schools:

After a record year, Catholic Financial Life would like to celebrate by giving back in a new way.

Catholic schools are invited to submit a 2-3 minute video showcasing “How does your school make a difference in the community, and why that is important?”

Catholic Financial Life will announce the top five video submissions, and the public will ultimately choose the top 3 winners who will each receive cash prizes!

To learn more about this contest and how to submit your school’s video, visit: join.catholicfinanciallife.org/giveback

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

 

Sharing "Member Moments"

February 2, 2017

Member Moments is a new program designed to showcase Catholic Financial Life Members and their exceptional community involvement.

Are You a Catholic Financial Life Member? Have you, or another Catholic Financial Life member, gone above and beyond the call of duty to support your community? If so, please share your story! Catholic Financial Life wants to learn about how you give back, why you give back, what motivates you, and what impact your efforts have made.

Any submitted Member Moment may be shared via Catholic Financial Life's Member Magazine, corporate website, and social media platforms.

To Submit Your "Member Moment" online, Click Here

To Learn about Becoming a Member - And For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

A Gift of Financial Education

December 15, 2016

We caught up with our friend Joe Giganti, of Catholic Financial Life, just the other day. Among other things, he mentioned a very interesting free resource that's available to anyone with internet access:

"Nearly everyone would like to learn more and know more about various financial topics, whether it's insurance, investments, or what have you. Often, the real hold up is that folks don't know where to go to get a good, basic, financial education.  We've made that task a lot easier at Catholic Financial Life."

Catholic Financial Life provides a Personal Finance Learning Center, featuring interactive articles on financial wellness, including topics on personal finance, insurance and investing basics, as well as retirement and wealth management.

For Free Access to This Resource, Please Click Here!

For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

2016 Trick-Or-Treat ~ When & Where

October 27, 2016

As he has done previously, Joe Giganti, of Catholic Financial Life, has again asked us to pass along the schedule for Trick-or-Treating in some of our local communities:

Abrams  Monday, Oct 31st, 4:30pm-7:30pm

Allouez  Monday, Oct 31st, 4pm-7pm

Ashwaubenon  Monday, Oct 31st, 4pm-7pm

Bellevue  Monday, Oct 31st, 4pm-7pm

Casco  Sunday, Oct 30th, 12pm-2pm

De Pere  Monday, Oct 31st, 4pm-7pm

Denmark  Monday, Oct 31st, 3pm-6pm

Green Bay  Monday, Oct 31st, 4pm-7pm

Howard  Monday, Oct 31st, 4pm-7pm

Little Suamico  Monday, Oct 31st, 4pm-6:30pm

Luxemburg  Sunday, Oct 30th, 3pm-5pm

Pulaski  Sunday, Oct 30th, 3pm-6pm

Seymour  Monday, Oct 31st, 5pm-7pm

Suamico  Monday, Oct 31st, 4-7pm

Joe mentioned that although most area communities are holding Trick-or-Treating on Monday, October 31st, from 4pm to 7pm, there are some variations.  

As a parent himself, Joe advises us to abide by the scheduled hours in our own communities.  The local police departments will be paying special attention during those hours for the safety of your children.  

If your community is not listed above, Joe suggests that you call your local law enforcement agency, and they will be able to provide the necessary information.

In a world filled with uncertainty, Catholic Financial Life has served as the foundation of families’ financial security for nearly 150 years. As the video below describes, we are dedicated to continuing to meet the needs of our Catholic community.

Click Here for the Video

For more information, Contact:

Joseph R. Giganti, Sr.
Advisor, Catholic Financial Life
200 S. Washington St. Suite 300
Green Bay, WI 54301
T 920.569.4606 F 920.432.8997 C 920.370.2200
joe.giganti@catholicfinanciallife.org
www.catholicfinanciallife.org

When is a Brat-Fry More than Just a Brat-Fry?

July 28, 2016

When it's a Catholic Financial Life Brat Fry!

Catholic Financial Life had a very successful brat fry at the Festival Foods De Pere location this past Friday, July 22nd. Proceeds from the brat fry benefited our local St. Vincent de Paul Society.

And, there's more: We spoke with Joe Giganti, an Advisor with Catholic Financial Life, and he filled us in on what he calls "a great moment."

"At one point, a police officer approached our service window to order a brat. There was another gentleman approaching at the same time, and we assumed they were together.  Actually, they were not; they didn't even know each other.  Anyway, when the police officer finished placing his order, the other gentleman steps up, and pays for the officer's lunch; telling him it's his way of thanking him for all he does for our community.

To me, this just emphasized what we're all about at Catholic Financial Life. We're dedicated to building our community, and builing up the relationships that strengthen that community. Everything we do is based on serving the greater good.

This gentleman took the time to put his gratitude into action.  In doing so, he met the officer - whom he had not known before - and in that one great moment, our community grew stronger."

Joe also reported that, according to Festival Foods, De Pere, the Catholic Financial Life Brat Fry was one of the most successful of the Summer.

To Learn More, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

 

Ultimate Summertime "Win-Win"

July 7, 2016

Catholic Financial Life Brat Fry Benefiting
St. Vincent de Paul – Green Bay

Our network members and readers may recall that the St. Vincent de Paul Society is Catholic Financial Life’s national charity partner. Coming up on Friday, July 22nd, the Northeastern Agency of Catholic Financial Life is proud to host the ultimate summertime win-win: You eat, Catholic Financial serves, and St. Vincent de Paul benefits!

WHERE: Festival Foods – West De Pere

WHEN: Friday, July 22nd, 2016 10:00am – 5:00pm

WHAT: Brat Fry - with Burgers, Brats, Sodas and More!

WHY:  This community event will help raise needed funds for the Green Bay area St. Vincent de Paul locations

EXTRA: Please Check Out Catholic Finacial Life's New Facebook Page!

To Learn More, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

What makes Catholic Financial Life different?

May 12, 2016

Well, there's more than one answer to that very good question!

Aside from being a membership fraternal organization, founded by Catholics - to help Catholic Families, we want to focus today on just one of the many unique things about Catholic Financial Life:

Members who are the primary insured on a Catholic Financial Life product, or insured under a spousal rider, are eligible to apply for additional value-added benefits, including:

• $200 Catholic Grade School Scholarships • $100 Confirmation Retreat Subsidy

• $500 Catholic High School Scholarships • Child Cancer Benefit

• $500/$1,000 College Scholarships • Orphan’s Benefit... and more!

In 2016, Catholic Financial Life gave out 503 grade school, 161 high school, and 83 college scholarships, totaling over $260,000 that was awarded in educational scholarships to members!

To Learn More about these Financial Membership Benefits, Click Here.

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Catholic Financial Life Receives 2016 Top Workplaces Award

April 28, 2016

Catholic Financial Life, a leading Catholic life insurance organization, announced it has been named a 2016 Top Workplace by the Milwaukee Journal Sentinel. This year's recognition marks the third consecutive year Catholic Financial Life has received this honor.

“We are honored to be recognized as a Top Workplace throughout southeastern Wisconsin for the third year in a row,” said President & CEO, Bill O’Toole. “At Catholic Financial Life, we consider our associates our most valuable resource. The fact that our associates believe so strongly in our mission and each other is very satisfying.”

To qualify as a Top Workplace, an organization is evaluated by its employees on everything from the organization’s long-term outlook and leadership, to employee job satisfaction, pay & benefits, and work/life balance.

Consecutive Top Workplace awards aren’t the only big wins for Catholic Financial Life. In 2015, the organization produced record breaking financial results: realizing a 10 percent increase in Annual Pay Life sales and record surplus & total adjusted capital, all while maintaining an exemplary 97 percent persistency.

To Learn More, and For Answers to Your Financial & Insurance Questions, Contact Kristin O' Connell, or Joe Giganti today, and be sure to tell them that the Green Bay News Network sent You!

Kristin O’Connell CFP®, FIC
Regional Manager

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Joseph R. Giganti, Sr.
Advisor

Ph 920.569.4606 FAX 920.432.8997 Cell 920.370.2200

joe.giganti@catholicfinanciallife.org

www.catholicfinanciallife.org

200 S. Washington St. Suite 300
Green Bay, WI 54301

Meet Joe Giganti

March 31, 2016

"A Passion for People"

This Week, your "Roving Reporter" has the fun of introducing you to a personal friend of several years running.  

I had the pleasure of meeting Joe Giganti in 2008, and have worked with him previously in a wide range of personal and professional endeavors.  As Joe is well known in the community, it's likely that many of our members and readers are already somewhat familiar with him.

Joe, a devoted husband and father, is an Advisor with Catholic Financial Life, working from their downtown Green Bay office on South Washington Street.

A native of Washington, D.C., Joe Giganti moved to the Green Bay area in 2007 to lead a fledgling radio syndication company. He has a diverse and rich background, having managed virtually every facet of the media and marketing life cycle over the past two decades.

Joe was drawn to the mission of Catholic Financial Life through personal experience.

Having lost his father at the tender age of 8 years, Joe has seen first hand the suffering a family experiences when they lack the financial security that life insurance brings.

Joe says this is his main reason for being a Catholic Financial Life Advisor.

Catholic Financial Life allows me to help families achieve the financial security they seek and need, and it ensures that their children won’t have to contend with the most overwhelming of stresses: financial stress. I can’t change my past, but I can play a vital role in helping shaping members' futures for the better.

Most importantly, being an Advisor with Catholic Finanical Life, allows me to positively impact members’ lives while representing the Catholic values we hold most dear. As a Catholic fraternal organization, we approach the entire situation from a different point of view than do our commercial counterparts. We answer to “main street”—our members—not Wall Street. This allows us to make our members’ goals and dreams our own, and to map out a plan to achieve those dreams; to help them come true."

We asked Joe what he is most thankful for, as he looks back on his life, and as he looks ahead:

“I am most thankful for our Catholic Faith, because it not only sustains and offers us hope in difficult times, but is truly a path of joy -- both in this world, and leading us to heaven."

When we asked what he would most like our members and readers to know, Joe had this to offer:

"Personally, what I really try to communicate to people is that everyone, absolutely everyone can honestly and truly benefit from Life Insurance. This is not just sales talk; it comes from experience, and from my passion for people."

To Learn More, and For Answers to Your Financial & Insurance Questions, Contact Joe Giganti today, and be sure to tell him that the Green Bay News Network sent You!

Joseph R. Giganti, Sr.
Advisor, Catholic Financial Life
200 S. Washington St. Suite 300
Green Bay, WI 54301
T 920.569.4606 F 920.432.8997 C 920.370.2200
joe.giganti@catholicfinanciallife.org
www.catholicfinanciallife.org

When you Call or Visit Joe, Ask him about the New Member Benefits that begin on April 1st!

Scared? Not on Your Life!

October 15, 2015

Halloween is just around the corner, but don't let the cost of Life Insurance "spook" you!

It's more affordable than your think.

There are many myths and misconceptions about life insurance. According to the 2015 Insurance Barometer Study, 2 out 3 adults believe life insurance is too expensive. But, the study also showed that they overestimated the true cost of coverage by more than 200 percent.

In a world filled with uncertainty, Catholic Financial Life has served as the foundation of families’ financial security for nearly 150 years. As the video below describes, we are dedicated to continuing to meet the needs of our Catholic community.

Click Here for the Video

For more information, Contact:

 Joseph R. Giganti, Sr.
Advisor, Catholic Financial Life, and Notre Dame Parent
200 S. Washington St. Suite 300
Green Bay, WI 54301
T 920.569.4606 F 920.432.8997 C 920.370.2200
joe.giganti@catholicfinanciallife.org
www.catholicfinanciallife.org

Financial Solutions for Catholic Families & Businesses

August 13, 2015

Catholic Financial Life, which includes in its family Catholic Family Life Insurance, and the Catholic Knights of America, is a faith-based membership organization.

Catholic Financial Life puts Catholic values in action by Serving God through Serving Others, providing financial security, and by enhancing the quality of life.

One of CFL's principle objectives is to provide solid, Financial Solutions for Catholic Families and Businesses:

Life Insurance

Life insurance offers a safety net of protection to your loved ones should you die prematurely. Catholic Financial Life offers whole life insurance, universal life insurance and term life insurance.

Annuities

An annuity is a product that lets you accumulate money for retirement. Annuities provide tax-deferred growth during the accumulation years, and let you choose from many payout options when you retire and need to use the money. Annuities can generate a guaranteed stream of income for life!

Retirement Plans

The key to taking charge of your retirement planning is to start as soon as possible. Regardless of your age, there is a great deal you can do to ensure your financial security in retirement.

College Savings Plans

Saving for college has to be a part of a comprehensive financial plan for your family. Education costs for your children must be balanced with other important needs such as saving for retirement and shorter term goals. Maintaining adequate life insurance coverage is the foundation to any sound financial plan, and cash value life insurance can be a source for funding college.

Other Insurance Products

Through Catholic Financial Life's affiliated partner, Catholic Brokerage Services Corporation, we offer an array of financial solutions including: disability income insurance, impaired risk life insurance, long-term care insurance, and Medicare supplement insurance.

To Learn More, and For Answers to Your Financial Questions, Contact:

Joseph R. Giganti, Sr.
Advisor, Catholic Financial Life
200 S. Washington St. Suite 300
Green Bay, WI 54301
T 920.569.4606 F 920.432.8997 C 920.370.2200
joe.giganti@catholicfinanciallife.org
www.catholicfinanciallife.org

Are YOU Looking For a New and Exciting Career?

You provide the talent and motivation.
CFL provides training,
opportunities and rewards.

Consider making a change today. Catholic Financial Life offers their advisors high earning potential, flexibility, a great support system, selling tools,
training, excellent benefits...and more.

Interested?

Contact:
Kristin O’Connell CFP®, FIC
Regional Manager
920.432.8824 or 800.242.2430
kristin.oconnell@catholicfinanciallife.org

 

CFL ~ Once Again a "Top Workplace!"

July 8, 2015

On June 15th, 2015, The Milwaukee Journal Sentinel recognized 150 Companies and Organizations as Top Workplaces for 2015. These companies have been recognized as Top Workplaces based solely on surveys about the workplace completed by their employees.

Catholic Financial Life, a not-for-profit financial services organization, is member-focused and committed to putting Catholic values in action by enhancing the quality of life for its members and the communities in which they live. Formed by the 2010 merger of Catholic Knights and Catholic Family Life Insurance, Catholic Financial Life is the largest Catholic fraternal organization in the U.S. providing protection for the entire family through life insurance and annuities. With $5 billion of insurance in force, a 146-year history, and strong financial results, Catholic Financial Life is well-positioned to continue providing financial security and charitable outreach for many years to come.

What CFL employees say:

“I have variety and flexibility.”

“It has warm, caring, family-oriented atmosphere.”

“The hours and pay are good.”

"Working at Catholic Financial Life has reaffirmed for me that the hallowed American dream still exists in some sectors. Catholic Financial Life offers a solid opportunity opportunity in which your consistent effort, dedication, and diligence are well rewarded." Joseph Giganti, Sr., CFL Advisor - Green Bay

Top Workplaces are not only better places to work but are more likely to be successful than peer organizations.

Catholic Financial Life is hiring Advisors Now!  Click Here for Description and Application.

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Catholic Financial Life is Hiring Advisors!

June 11, 2015

You are being invited to consider a career with Catholic Financial Life; your partner in success:

Your Earning Potential

With hard work, dedication and a commitment to success, you’ll have unlimited earning potential.

As an Advisor, you’re paid based on sales of new policies and renewals of existing policies.

Meeting your sales goals will impact your income and can result in additional recognition and rewards.

Financial Support in the Beginning

Like any new career, there is a learning curve to becoming a successful Advisor.

As a new Advisor, we will provide you with supplemental income while you learn the skills necessary to excel and grow.

Our competitive compensation package includes a two-year income supplement and enhanced commissions, a personal marketing budget, and a comprehensive benefits package.

Compensation

As you develop your member base you may be eligible for performance-based commission, quarterly incentive bonuses and renewal commissions.


We asked a local, Green Bay CFL Advisor to comment on the Catholic Finanical Life professional opportunity:   

"Working at Catholic Financial Life has reaffirmed for me that the hallowed American dream still exists in some sectors. Catholic Financial Life offers a solid opportunity opportunity in which your consistent effort, dedication, and diligence are well rewarded." Joseph Giganti, Sr., CFL Advisor  

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Did You Know that Catholic Financial Life has a Prayer Network?

May 26, 2015

As a Catholic fraternal organization, Catholic Financial Life believes that the faith is their common bond.

It is central to who Catholic Financial Life is, and to what they do. So, naturally, they draw upon that faith during good times, as well as in difficult times.

Catholic Financial Life offers a Prayer Network, as an added benefit for its members, which includes:

A Prayer of Comfort and Hope (Members First Prayer)

A Prayer Line - with intentions being prayed for at St. Francis de Sales Seminary in Milwaukee, and remembered at Mass in Catholic Financial Life's All Saints Chapel

A Partnership with the Apostleship of Prayer -- to which all posted Prayer Line intentions are also forwarded.

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Catholic Financial Life Reports 50% Increase in 2014 Net Income

March 25, 2015

Catholic Financial Life was recently featured in an article by Paul Gores, which appeared in the Milwaukee Journal Sentinel on March 23rd, 2015:

Catholic Financial Life posted a 50% increase in net income and boosted its surplus in 2014, the Milwaukee-based life insurer and fraternal organization said Monday.

Net income was $10.8 million last year, as Catholic Financial Life benefited from lower expenses, an investment gain and other factors. In 2013, Catholic Financial Life had net income of $7.2 million. Net income, assets of $1.35 billion and insurance in force of more than $5 billion all were records, the organization said.

Lower claims played a part in a nearly $4 million reduction in expenses from 2013, said Bill O'Toole, president and chief executive of Catholic Financial Life. The organization had an investment gain of about $216,000 in 2014, compared with an investment loss of $1.1 million in 2013. The company's surplus, an insurer's cushion against unexpected losses and a measure of its overall financial strength, grew 7% to $45.9 million.

"Last year at this time I said that I was bullish, and our 2014 results affirm that optimism," O'Toole said. Catholic Financial Life said members will see dividends increase by 6% on average. "When the organization does well financially, our members share in that success," O'Toole said.

Last year, the organization's members raised $1 million and members received benefits such as scholarships and summer camp subsidies valued at nearly $500,000, Catholic Financial Life said. Catholic Financial Life was created in 2010 by the merger of Catholic Knights and Catholic Family Life Insurance. Not all arrows pointed up in 2014. Premiums were down about 4%, to $61.6 million from $64.2 million. Membership also slipped, to about 112,000 from 114,000.

O'Toole said 2015 is off to a good start. "We've all had tough years with the economic collapse back in '08 and '09, but we've weathered that storm and now I think we are reaping the benefits of the merger, and it enables us to really move forward and invest in hiring more people," O'Toole said in an interview. "That's our No. 1 goal. We're looking to hire many more advisors so we can continue to grow."

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Focusing on Your Specific Needs

February 26, 2015

It is quite an understatement to say that the Green Bay area is home to many Catholic families. As can be seen from the charitable and philanthropic work of various Catholic organizations and institutions, these families care deeply about putting their values into action.

This is one reason that Catholic Financial Life Advisors are trained to focus on your specific individual financial needs — rather than simply sell a product.

Their representatives can

Bring the latest technology right to your home

Provide you with a free personalized financial needs analysis

They can also help you with important decisions such as:

Planning your retirement

Providing for your family after your death

Leveraging your charitable giving

Saving for your children's college education

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Something Free From Catholic Financial Life

January 19, 2015

With advice and planning tools for adults of every age and stage, Catholic Family Life's Free eBooks are a set of resources that you won't want to miss.

In Catholic Financial Life's FREE eBook series you'll find great tips for financial wellness for nearly every stage of your life:

Renting vs. Owning
Saving and Investing early
Money and Marriage
Saving for Emergencies
Education
Insurance basics
Investing in your Retirement
Leaving a Legacy

...And, Much More!

View and Download eBooks Here

For Additional Information, and Answers to Your Financial Questions,
Contact:

Kristin O’Connell CFP®, FIC
Regional Manager
920.432.8824 or 800.242.2430
kristin.oconnell@catholicfinanciallife.org

Refer a new Advisor and earn up to $750!

December 18, 2014

Catholic Financial Life is looking for qualified candidates who are seeking a career in which they can put their “Catholic values in action.”
Do you know of someone who is looking for an exciting, new opportunity in 2015?

Perhaps that “someone” is you!

Joining Catholic Financial Life as an advisor is an exciting career opportunity for the right type of person. No doubt about it, ours is a challenging career that requires great dedication and maximum effort. It requires a commitment of time to build a business and the personal drive to make it happen. For the right person, using the products and approach that Catholic Financial Life provides, this can be a highly rewarding career personally, professionally and spiritually.

In either case, you'll want to learn more.

For additional information, Contact:

Kristin O’Connell CFP®, FIC
Regional Manager

200 S. Washington St. Suite 300
Green Bay, WI 54301

920.432.8824 or 800.242.2430

kristin.oconnell@catholicfinanciallife.org

Providing Help to People in Need

November 10, 2014

As we approach Thanksgiving and Christmas, our thoughts are naturally drawn to those among us who are in great need.

In the Gospel according to St. Luke, it says:

“You shall love the Lord your God with all your heart, and with all your soul, and with all your strength, and with all your mind; and your neighbor as yourself.” (Luke 10:27)

At Catholic Financial Life, one of the many ways in which this passage is put into action is through their partnership with the Society of St. Vincent de Paul, “a Catholic lay organization, offering person-to-person service to those who are needy and suffering...”

On January 1, 2009, Catholic Financial Life and the Society of St. Vincent de Paul formed a three-year partnership to provide help to people in need. Through the joint agreement, Catholic Financial Life matches up to $500 per year of fundraising by local chapters on behalf of St. Vincent de Paul Society councils or conferences.

Following three years of continued success, Catholic Financial Life's Board of Directors unanimously decided to extend the partnership for an additional three years, beginning in 2012. Since 2009, Catholic Financial Life has provided over $600,000 and more than 83,000 hours of volunteer support --valued at close to $1 million* -- to help St. Vincent de Paul provide services to those in need.

To learn more about Catholic Financial Life, call 800-927-2547, or visit their website.

Catholic Values in Action

October 16, 2014

Catholic Financial Life, which includes in its family Catholic Family Life Insurance, and the Catholic Knights of America, is a faith-based membership organization. Catholic Financial Life puts Catholic values in action by Serving God through Serving Others, providing financial security, and by enhancing the quality of life.

Catholic Financial Life has an active volunteer network that reaches out to help their parishes, schools, and individuals in need. In 2013, Catholic Financial Life and its members supported these various causes by providing nearly $1.5 million of funding. The Society and its local chapters and chapters also sponsor a number of social, family-friendly, and faith-related activities. Most are offered free-of-charge or at a nominal fee to members and their guests.
Please click here to learn how you become a member of Catholic Financial Life.

As a member has said, insurance from Catholic Financial Life offers “more than a business relationship,” it offers “a gift of love.”

Catholic Financial is Hiring Financial Advisors in Green Bay

September 8, 2014

Catholics have trusted Catholic Financial Life to safeguard their financial security for more than 146 years. With $4.9 billion of insurance in force, and assets of $1.32 billion, Catholic Financial Life is the second largest Catholic not-for-profit financial services organization in the United States. Being a membership organization, we put your interests first. You’ll see it in the personal conversations we’ll have as we help you protect your dreams. You’ll feel it, knowing you’re an important part of our family. You’ll be proud to be a part of an organization that puts Catholic values into action by enriching your life, while serving God by serving others.

As a membership organization, we give back to our members, along with their communities while supporting local parishes, schools, and Catholic causes. It’s life insurance the way it’s meant to be.

Catholic Financial Life is in the business of safeguarding the financial security of our members. Because we’re a community-based not-for-profit financial services provider, we have a “Main Street” not “Wall Street” approach. As an advisor with Catholic Financial Life, you have the opportunity to live your faith while building a great career. We give you the unique ability to serve a market with endless opportunities.

Click Here to  view a video message from our President and CEO, William O'Toole, Jr.

If you are looking to get more out of your career as a financial advisor, please begin the process by taking a brief Online Interview.

We look forward to hearing from you.

Catholic Life Financial Joins the Network

July 20, 2014

Kristin O'Connell, with the North Eastern Wisconsin Agency (Green Bay Agency) of Catholic Life Financial has joined the GB News Network!

As an advisor for Catholic Financial Life she offers various services: retirement income, estate planning, wealth maximization, mortgage protection, family protection, charitable giving, and business continuation. She has earned Certified Financial Planner (CFP) and Fraternal Insurance Counselor designations and is a great resource for all your financial and insurance needs.

Welcome to the network, Catholic Financial Life, and thank you for all you do for our community!