David Schonhardt of Catholic United Financial

07/28/2025

A look back at one of my recent Planning for the End-of-Life workshops, at St. Raphael Parish in Springfield, MN.

These workshops are designed to help you build and plan confidently for your financial future, offering expert guidance on the topics that matter most.

Click the link to see what’s coming next and join us! https://hubs.ly/Q03z3fqY0

07/16/2025

Is there a better reason to get life insurance coverage than this one?

“I’m not doing this because I’m afraid of dying...I’m doing this because I want to make things easier for the people I love. That’s what I’ve always done, and this is just one more way I can take care of them.”

Read more about Final Expense Life Insurance at the link below, or send me a DM.

When is a good time to consider final expense life insurance? After her retirement, Rhonda decided to review her options and find out.

07/14/2025

Trusts are great tools for passing assets to heirs, but they aren't designed to protect assets from, or provide for, long-term care costs.

It’s time to consider a different path. Sign up for our upcoming webinar on July 24th at 10:30 a.m. Our expert will present on funding strategies for long-term care that are designed to help with these costs. https://hubs.ly/Q03xbCW_0

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07/09/2025

Join us for a free Catholic workshop on end-of-life planning.

📅 July 22
🕘 9:00 – 10:00 a.m.
📍St. Raphael, Springfield, MN
📞 RSVP at 1-800-441-9949 or https://bit.ly/4lppzZ0

What you’ll learn:
Catholic guidance on healthcare directives, burial/cremation options, and life-honoring decisions regarding end-of-life medical care – with Fr. Jeremy Kucera.

Financial strategies for legacy planning, charitable giving, wills, probate, and more with John Tetzloff, Director of Sales.

✅ Reserve your spot today and bring a friend!

Questions? Contact me at [email protected] or call 763-670-9058.

Join us for an informative workshop focused on end-of-life planning, covering spiritual, medical, and financial aspects.

05/23/2025

An annuity might not be right for everyone, but it's worth understanding how it could help you grow your savings and end the rate chase.

Learn more by reading our blog.
https://hubs.ly/Q03nPlWb0

05/21/2025

Don't wait- RSVP now! Our Planning for End-of-Life webinar is happening this Thursday.

📅 May 22
⏰ 10:30 – 11:30 a.m. CST

Learn how to make decisions that reflect your Catholic values- from medical directives to legacy planning.

Click the link to save your seat now.
https://hubs.ly/Q03nnTwm0

Join us for an informative workshop focused on end-of-life planning, covering spiritual, medical, and financial aspects.

05/18/2025

I presented Jase from . Mary's School in Tracy, MN with his Catholic United Financial Raffle Top Ticket Seller certificate, scholarship and his prize of a LEGO gift card.

Great work Jase!

05/16/2025

There's a lot of confusion out there about how annuities work. Send me a message to get connected and learn how an annuity might fit into your plan.

05/14/2025

Join us for a FREE one-hour, faith-focused webinar on end-of-life planning-covering the spiritual, medical, and financial decisions that help you prepare with peace of mind.

A clergy member will share Catholic teachings on healthcare directives, burial and cremation, and life-honoring medical care.

Butch Byers, Regional Director at Catholic United Financial, will cover probate, wills, trusts, charitable giving, and more.

📞 RSVP today: Call 1-800-441-9949 or click the link https://hubs.ly/Q03mnJzg0
🗓️ Date: Wednesday, May 22
🕥 Time: 10:30 – 11:30 AM (Central)

Join us for an informative workshop focused on end-of-life planning, covering spiritual, medical, and financial aspects.

05/10/2025

If you’re planning ahead, an annuity might be your new favorite financial tool.
Call 1-800-568-6670 to get connected and learn if an annuity fits your financial strategy.

05/08/2025

Habemus Papam! We joyfully welcome Pope Leo XIV, the first-ever American and 267th pope to lead the Catholic church. May his papacy be guided by wisdom, compassion, love and faith.