Initial interview: Contact our Director of Brokerage about available opportunities in your area. Just complete the form on this page.
Planning Meeting: Meet with the Director of Brokerage in person or via phone to review business plans and contract offers.
Contracting Packet: Complete required paperwork.
Initial Training: Complete introductory training on products, software and messaging.
Ongoing Training: Additional training is provided on a customized and individual basis as needed.
Catholics have trusted Catholic Financial Life to safeguard their financial security for more than 147 years. Established by a group of Catholics searching for a way to help and support one another in times of need, we've grown to become the second largest Catholic not-for-profit financial services organization in the United States — with $5 billion of insurance in force, and assets of $1.35 billion.