BBB Accredited Business Profile

Catholic Financial Life

Catholic Financial Life

(800) 927-2547

Catholic Financial Life

149 years in business
1100 W Wells St
Milwaukee, WI 53233-2332
Additional Email Addresses
BBB File Opened: 01/01/1942
Business Started: 08/16/1868
Business Started Locally: 01/01/1885
Business Incorporated: 06/01/1994 in WI
Type of Entity
Contact Information
  • Principal: Mr. William R. O' Toole, President & CEO
  • Mr. John Borgen, Senior Vice President
  • Mr. Jeff Tilley, CFO
  • Customer Service: Ms. Andrea Kincaid, Marketing Director
Business Category
  • Annuity
  • Life Insurance

Additional Information
  • Catholic Financial Life is a fraternal benefit society headquartered in Wisconsin.
Products & Services
Individual Life Insurance , Annuities, Term Life Insurance (children and adult), Whole Life Insurance, including Universal Life, Fixed Deferred Annuities, Single Premium Annuities , Flexible Premium Annuities, Income Annuities
Alternate Business Names
  • Catholic Financial Services Corporation
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Methods of Payment
  • The following are accepted payment methods:
    Credit Card
Refund & Exchange Policy: 
As required by State law, Catholic Financial Life allows a 20-day free look. The owner of the contract may cancel the life insurance contract for any reason before midnight on the 20th day after the owner receives the contract and will receive a refund of any money paid.
BBB accredited business



Catholic Financial Life is a fraternal organization that offers life insurance and annuity services.

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BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Catholic Financial Life

Catholic Financial Life


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