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.
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.
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 long-term care insurance from Knights of Columbus?
Starting the process of exploring your insurance and financial security goals may feel daunting. Your agent is here to help. 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!

April 2025 Council Meeting Message

Brothers,
Are you on track to reach your financial goals? Are you unsure how to begin setting those goals?
As your agent, I’m dedicated to helping you find the right insurance solutions, no matter your stage of life. Whether you are in your working years with young kids, living paycheck to paycheck, or knocking on the door of retirement,
I’m excited to help you protect what matters most and build financial security with insurance-based solutions tailored to meet your priorities.
The first thing to consider is whether your family would be financially taken care of if something happened to you.
Would they struggle to meet the mortgage payments or to pay off other debts?
Term life insurance can be an affordable option to give you protection in case of the unexpected. You’ll also have the option to convert to a permanent plan in the future without additional underwriting. Terms and conditions may apply.
Second, start preparing for retirement, no matter how far away it may seem. The Knights of Columbus offers annuity solutions to help provide you with retirement income you can’t outlive, guaranteed.
Finally, disability income insurance. For many men, regardless of their phase in life, protecting their income is their greatest financial need. What would you do if you were no longer able to work? Don’t overlook how disability income insurance may be able to help you.
I understand that your financial needs are not just unique but change over time. I’m here to help you find the right solutions today and to walk with you as your insurance needs evolve.
If you have any questions, please come chat with me and we can schedule a time to meet.
Thank you!

March 2025 Council Meeting Message

Brothers, Tax Day, April 15, will be here before you know it. Do you know if your tax rate or bracket has changed?
If so, are you aware of the implications?
Your income throughout life can fluctuate, causing you to potentially end up in a higher tax bracket than
anticipated. And following an election year, each new administration can change tax brackets and tax rates. As a
result, you may not have as much disposable income or as much money to leave to family as you planned. This can
be true earlier in life, or in retirement when your income sources may change.
You can protect yourself against these potential losses and build dependable cash value through permanent life
insurance with the Knights of Columbus.
Permanent life insurance allows you to build cash value that you can access tax-free while you’re alive. You can
also create an income tax-free inheritance for your loved ones after you pass.
Of course, we always recommend that you work with a qualified tax advisor or CPA. But permanent life insurance
can be a useful tool for tax planning in a range of situations.
In partnering with you to secure your financial future and legacy, we’re fulfilling the mission of Blessed Michael
McGivney, who founded our Order 143 years ago this month.
I’d love to share how permanent life insurance may be able to help you prepare for the unexpected. If you have any
questions, please come chat with me and we can schedule a time to meet.
Thank you!