EVERY STEP, EVERY JOURNEY, WE'RE THERE FOR LIFE

Owners

Goods & Services

Insurance underwriting in the fields of life insurance and annuities, insurance brokerage services in the fields of life, medical, long-term care, and disability insurance and annuities; financial analysis and consultation services; insurance consultation services; investment management; credit union services; providing educational scholarships and monetary grants to individuals and schools; charitable fundraising services; and providing grants to non-profit institutions, foundations, educational institutions, and churches

Print publications, namely, brochures, information sheets, illustrations, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the fields of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters

Business consultation to assist non-profit Catholic organizations in organizing fundraising activities

Providing on-line publications, namely, brochures, information sheets, illustrations, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the fields of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters

Downloadable electronic publications, namely, brochures, information sheets, illustrations, printed educational and teaching materials, books, and membership magazines for a fraternal benefits society, all in the fields of financial planning and management, investment planning, estate planning, insurance planning, tax planning, charitable planning, life and retirement planning, long-term care, fundraising, faith and family matters