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Experience the Catholic Knights/ Catholic Family Difference

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.

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Experience the Catholic Knights/ Catholic Family Difference

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  1. Experience the Catholic Knights/ Catholic Family Difference

  2. Who is Catholic Knights/ Catholic Family? Not-for-profit Catholic membershiporganization Founded in 1868 Welcomes all Catholics

  3. We’re Better Together!

  4. 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

  5. Our Commitment to Community 12% 23% 15% 9% 26% 10% 5% As of 12/31/2009

  6. 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!

  7. Our Financial Strength Solvency Ratio – assets for each $100 of liabilities $104.60 $104.00 Most recent data available (2008) from independent ratings agency A.M. Best $102.90 $103.00 $102.10 Prudential Metropolitan Catholic Knights/ Catholic Family AXA Equitable Life Hartford Life Group

  8. 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).

  9. Where Will You Be? For every 100 people starting their careers, the following situation exists at age 65: 25 Are Dead 20 Have annual incomes below the poverty level 51 4 Achieve financial independence Have annual incomes above the poverty level, but must reduce their standard of living at retirement 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. Source: U.S. Department of Health and Human Services, SSA Pub #13-11871, 2005

  10. 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 We Help You Plan We offer a full spectrum of financial services, to help you with:

  11. 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

  12. Let Catholic Knights/ Catholic Family enrich your life!

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