Our Relationships

Let our relationships work to your advantage.  Here at MBI, we have crafted a wonderful working relationship with Catholic Financial Life.  From life insurance to retirement planning, education savings and more, Catholic Financial Life has been helping individuals protect their financial lives for nearly 150 years.

As a member-owned organization, Catholic Financial Life is accountable to its members.  Their longevity is a testimony to their loyalt, and their success is a result of being a trusted financial partnert.

 

 

Member BEnefits

Aside from the fact that Catholic Financial Life exceptional financial products and services, they also provide benefits exclusive to their members.  Below is a list of a few member benefits that we feel are most important.  However, check out their site and social media to learn even more.

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Scholarships

At Catholic Financial Life, we understand that a good education is key to a successful future.  To help members build a solid foundation, we offer several education-related benefits from elementary school through college.

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Retreats & Camps

Catholic Financial Life supports their member's growth and development through a series of faith-based benefits.

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Financial Services

Our member's financial well-being is important to us.  That is why, Catholic Financial Life, provides free financial services in every stage of your life.

*Eligibility for a benefit does not guarantee receipt of a benefit.  Requires one year of continous financial membership prior to application date.  For full benefit eligibility and selection criteria visit our website at www.catholicfinanciallife.org/benefits.  HEadquartered in Milwaukee, Wis.  Products and services not available in all states.