May Council Meeting Message
Brothers,
Each of us is in a different phase of life. Some of us are younger, some of us are older. Perhaps you’ve spent a considerable amount of time planning for your financial future. Or, if you’re like many people, you’re not quite sure where to start.
Knights of Columbus, along with its wholly owned investment subsidiary, Knights of Columbus Asset Advisors, can help you navigate life’s financial journey with insurance solutions to protect what matters most and investment options to help you plan for your future.
Let’s start with a few basics.
You’ll first want to ensure you’re protected in case of the unexpected. Knights of Columbus life insurance can help give you peace of mind whether you have a growing family or simply want protection for years to come. It’s important not to assume that coverage through a current employer is sufficient — what happens if you can no longer work, switch jobs, or retire? Make sure to have a life insurance plan in place to meet your future needs.
As you start to lay your financial foundation, it is essential to start preparing for retirement. The Knights of Columbus can offer you reliable annuity options to provide guaranteed retirement income.
Additionally, through our affiliate Knights of Columbus Asset Advisors, you can start your personalized investment journey — in alignment with Catholic guidelines — to help you reach your retirement goals.
Last but certainly not least — it is essential to ensure you and your loved ones have the living benefits you need in place. Have you considered disability income insurance or longterm care insurance from Knights of Columbus?
Starting the process of exploring your insurance and financial security goals may feel daunting. But as your agent, I’m here to help. Let’s set up time to talk to ensure you are on the right path to protecting your family, preparing for retirement, and ultimately ensuring your financial well-being.
Thank you!
Post Script: You can visit KofC.org and KoCAA.org for detailed information on what each of KofC and KoCAA can offer members directly
Guarantees assume all premiums are timely paid and are based on the claims-paying ability of the issuer. Any policy loans will impact the guarantees by reducing the policy’s death benefit and cash values.Not all KofC field agents are licensed as financial advisors with KoCAA. All investment inquiries will be forwarded to a licensed financial advisor.
Knights of Columbus Asset Advisors (“KoCAA”) and Knights of Columbus (“KofC”) are entities that each provide separate and distinct products and services. KofC is not recommending or endorsing KoCAA. KofC is not a Registered Investment Adviser and does not provide investment advice. Persons interested in KoCAA’s investment advisory services should contact KoCAA directly. KoCAA does not offer insurance, and all insurance related inquiries should be directed to KofC. Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. This information is intended for current or prospective investors in the U.S. only.
KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov. KoCAA is a wholly owned subsidiary of KofC, one of the world’s largest Catholic Lay Organizations. Investing involves risk and you may gain or lose money on your investments. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information visit KoCAA.org or write to kofcfunds@kofcassetadvisors.org.
KofC offers life insurance, annuities, long-term care insurance and disability income insurance products. For costs, terms, conditions and complete details regarding these products, please contact your agent directly or the KofC office at 1-800-380-9995. Products may vary by state. Insurance solutions are available to eligible KofC members in the U.S. and Canada. Knights of Columbus is located at: One Columbus Plaza, New Haven, CT 06510.
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