Catholic Aid Bonus Plus Annuity
*
(current rate of 3.35 % + 1.0% bonus)
• Bonus interest rate guaranteed for one year on new business only • IRA, Roth IRA, 401(k) and pension rollovers qualify • Guaranteed minimum interest rate of 3.0% • Minimum deposit required *Annual Percentage Yield. Rates are subject to change.
Rollover your retirement fund to a CAA annuity that’s guaranteed to grow! Dean Warta, FIC 1-800-807-8616
Bob Skillings, FIC (507) 354-7593
dwarta@catholicaid.org bskillings@catholicaid.org www.catholicaid.org
Catholic Aid Bonus Plus Annuity
*
(current rate of 3.35 % + 1.0% bonus)
• Bonus interest rate guaranteed for one year on new business only • IRA, Roth IRA, 401(k) and pension rollovers qualify • Guaranteed minimum interest rate of 3.0% • Minimum deposit required
Bob Skillings, FIC (507) 354-7593
bskillings@catholicaid.org
*Annual Percentage Yield. Rates are subject to change.
Rollover your retirement fund to a CAA annuity with guaranteed growth! www.catholicaid.org
Dean Warta, FIC 1-800-807-8616
dwarta@catholicaid.org
Market slump draining your savings? The Catholic Aid Solution:
4.35%
annual percentage yield*
Bonus Plus Annuity Bonus rate guaranteed for one year, with a guaranteed minimum of 3.00% for the life of the contract!
Rollovers welcome!
Call me today! Susan Stenzel, chfc, lutcf, fic (507) 282-1793 sstenzel111@charter.net
*Minimum deposit required, guaranteed on new business only. Rates subject to change.
Financial future in a “gray area?” Get out of the gray, and into the black
Grow your savings, guaranteed
With Catholic Aid’s
4.35%
annual percentage yield*
Bonus Plus Annuity *Bonus rate guaranteed for one year on deposits of $5,000 or more, minimum rate of 3.00% guaranteed for the life of the contract.
Call today! Susan Stenzel chfc, lutcf, fic 507-282-1793
stenzel111@charter.net
www.catholicaid.org
bring home this Great Annuity Rate *APY
Bonus Plus Annuity From Catholic Aid Association The CAA Bonus Plus Annuity also works for IRA, 401(k) and pension rollovers.
Call me today!
Peter Ryan, FIC
763-972-8283 or 1-866-972-8283 pryan@catholicaid.org *Annual Percentage Yield. Minimum deposit required, guaranteed on new business only. Rates subject to change.
Get long-term protection & tax-deferred cash growth with Catholic Aid Association’s
Consider these benefits:
• Competitive interest rate • Premium flexibility • Income tax-free death benefit
• Cash and loan options • Catholic Aid membership benefits • Life-long coverage
Catholic Aid Universal Life provides lifelong security, flexibility & growth!
Call me today!
Peter Ryan, FIC
763-972-8283 or 1-866-972-8283 pryan@catholicaid.org
08UL-1
Luke Bauman, FIC Field Representative
320-763-4835
lbauman@catholicaid.org All Catholic Aid Annuities and IRAs* offer a guaranteed minimum rate of return! *CAA IRAs are individual retirement annuities.
Has your retirement plan sprung a leak? Plug it with an IRA from ○ Traditional and Roth IRAs* ○ GUARANTEED minimum rates of return ○ No up front charges or annual fees**
Peter Ryan, FIC
Office: 763-972-8283 Toll-Free: 1-866-972-8283 Email: pryan@catholicaid.org *Catholic Aid IRAs are individual retirement annuities. Minimum deposit required. **Surrender charges and IRS penalties may apply for early withdrawals. Consult your tax advisor.
Save money this tax season with
IRAs! Catholic Aid provides: • Roth and Traditional IRAs • Guaranteed minimum rates • No annual account fees*
Call me today!
Susan Stenzel FIC, LUTCF, ChFC (507) 282-1793 sstenzel111@charter.net
Save money this tax season with
99 Immediate Tax Benefits 99 Independence 99 Flexibility
IRAs!
99 Accessibility
Catholic Aid provides: Roth and Traditional IRAs Guaranteed minimum rates No annual account fees*
*Surrender fees apply for early withdrawals
Let Catholic Aid help you make the most of your retirement savings. Call me today!
Peter Ryan, FIC
763-972-8283 1-866-972-8283
pryan@catholicaid.org
Supporting Catholic Education for more than 132 years!
Mike Matuska, FIC (507) 345-1324
mmatuska@catholicaid.org
Products and Services
Peter Ryan FIC
Field Representative Servicing St. Michael & Albertville
(763) 972-8283 pryan@catholicaid.org
• Life Insurance
• IRAs: Traditional
• Annuities
& Roth
• Guaranteed Rates
• Pension Planning
Membership Benefits • College Scholarships • Youth Volunteer • Matching Grants
Programs
• Help Members
• Parish Volunteer
in Need
Support
Jon Ginther
Field Representative Servicing Rogers
(612) 644-0563
jginther@catholicaid.org
Helping every generation of the Catholic community thrive and grow www.catholicaid.org
Insurance
Catholic Aid Association Susan Stenzel CHFC, LUTCF, FIC
507-282-1793 Rochester, MN
Life Insurance & more from
Catholic Aid Association
Robb Smith 952-938-5859
Life insurance, annuities, IRAs & member benefits
Lyle Turbes, FIC 222-6422
Life Insurance & more from
Catholic Aid Association
Robb Smith 952-938-5859 rsmith@catholicaid.org
Fraternal Life Insurance, IRAs and annuities www.catholicaid.org Call Michael Gross: 651-641-1740
Call Shawn Ehlert 320-845-6612
Life insurance, IRAs and Annuities for Catholic Families w w w. c at h o l i c a i d . o rg
Protect your family during a difficult time. Plan ahead for your funeral expenses with 7-Pay Whole Life Insurance from Catholic Aid Association Terms:
• accelerated 7-year payment plan • guaranteed death benefit
• premium options • permanent life insurance protection
Call me for more details. Rep Name Rep Number Rep Email Protecting your family. Promoting your faith. www.catholicaid.org