A quality estate plan makes your final financial wishes known. No matter the size of your assets, you can put an estate plan together with Catholic United Financial to ensure that your estate will benefit the people and charities that matter to you.

Catholic United Sales Representatives and our Advanced Case Specialist can help you create a plan that honors your wishes and protects your assets. Create that quality estate plan with a company that aligns with your Catholic faith. Tap into the power of Catholic United Financial.

How do I get started?

There are many options to starting the estate plan process:

• Attend a seminar or request at seminar at your parish
• Contact your local Sales Representative
• Download a podcast
• Read Frequently Asked Questions about Estate Planning

Expert Advice for Estate Planning

John Tetzloff, CLU, LUTCF, FICF, is Catholic United Financial’s Advanced Case Specialist and Trainer. He regularly meets with Catholic United members and their Sales Representatives to create estate plans both large and small to preserve farms, establishing trusts and maximize assets.

Using his 20 years of experience in the financial products field, John leads Catholic United estate planning seminars at parishes in the Upper Midwest. He also hosts Catholic United’s radio talk show “Creating Wealth Beyond Money” which tackles estate planning and long-term wealth creation. (John is not an attorney or tax advisor. He recommends his clients consult their personal legal or tax advisor before making any decisions with legal or tax implications.) 

Membership matters

Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:

• Making Catholic United grants and incentive programs possible
• Encouraging volunteer work
• Fundraising for Catholic parishes, schools and religious education programs
• Participating in the business decisions of a company that is member-owned and member-operated