top of page

Catholic Financial Life

If you want to reload this page as a SECURED website (like if you plan to send us your email address on our contact form) just click here on this web address: and click on CATHOLIC FINANCIAL LIFE and that will then be a secured page.  You can also contact us via email at or call (888)434-6471.

One of our favorite financial partners is Catholic Financial Life.  The main reason we love Catholic Financial Life is because they're a fraternal (non-profit) financial powerhouse that has been in business since 1868, and they have an A-rating from an independent insurance and annuities consumer rating company.  You don't have to be Catholic to benefit from their lower rates, better benefits, financial strength, and great annuities and insurance offerings.  Dave Happe grew up Catholic, and now attends a non-denominational Christian Church but recommends Catholic Financial Life for annuities and insurance as one of several Florida certified investment options.  As a fiduciary and licensed independent Florida insurance agent, we only recommend companies we whole heartedly endorse.  Whether you're Catholic, Christian or not, let us create a financial roadmap that will protect you and your family for the rest of your life.  


Get a Quote

Consultations on Insurance and Annuities are always FREE.  Contact us for a complimentary consultation.  FL residents only.

Thanks for submitting!

bottom of page