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5 Easy Steps to Becoming a Broker

  1. Initial interview: Contact our Director of Brokerage about available opportunities in your area. Just complete the form on this page.
  2. Planning Meeting: Meet with the Director of Brokerage in person or via phone to review business plans and contract offers.
  3. Contracting Packet: Complete required paperwork.
  4. Initial Training: Complete introductory training on products, software and messaging.
  5. Ongoing Training: Additional training is provided on a customized and individual basis as needed. 




To get started or request additional information, please provide the following information:


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.