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Independent Fiduciary Agent David Happe Appointed by Catholic Financial Life to Provide Comprehensive Insurance Solutions in Florida

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CatholicFlorida.com shares your values
Catholic Financial Life offers low cost life insurance, final expense insurance, and annuities

TAMPA, Fla. - Amzeal -- Florida based Form America LLC is is proud to announce the non-exclusive appointment of David Happe to represent Catholic Financial Life including life insurance, final expense insurance, and annuities that are approved by the Florida Office of Insurance Regulation.

As an independent insurance agent, David Happe brings a unique advantage to clients by offering a wide range of insurance products from various providers. This ensures that clients receive personalized solutions tailored to their specific needs and preferences. Independent agents like Happe have the flexibility to shop the market for the best coverage options and rates, providing clients with a more diversified and customized approach to insurance planning.  His selection of Catholic Financial Life was based on their shared values, the financial strength of Catholic Financial Life, and their low cost offerings across a wide spectrum of insurance and investment annuity products.

In addition to being an independent agent, David Happe holds the distinction of being a fiduciary in the State of Florida. A fiduciary is an individual who is ethically and legally obligated to act in the best interests of their clients. This designation reflects Happe's commitment to transparency, integrity, and putting the needs of his clients first.

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"Having access to nearly every carrier that is eligible to sell life insurance in Florida, I believe that what we now have from Catholic Financial Life might be the most competitive insurance products available, especially when it comes to Guaranteed Issue Final Expense Insurance.  I own Final Expense Florida, and we will be featuring Catholic Financial Life as our go-to final expense policy for Catholics and non-Catholics alike.  It might be the best value there is in Final Expense Insurance.We can now insure the 'un-insurable' up to age 80."  - David Happe

Catholic Financial Life, the nation's second-largest fraternal insurer, welcomes Happe into its network of dedicated agents. As a fraternal financial organization, Catholic Financial Life operates on the principles of faith, community, and service. Members of fraternal organizations support each other through shared values and a sense of community, creating a unique and supportive environment.  Catholic Family Life Insurance was founded in the State of Wisconsin in 1868 by the Most Rev. John Martin Henni, first Archbishop of Milwaukee.

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Through services including life insurance, retirement planning, education savings and more, Catholic Financial Life has been helping its members protect their financial lives for 150 years. With assets of more than $1.65 billion with $5.6 billion of insurance in force and over 140,000 members across the United States, Catholic Financial Life's strength comes from being a different kind of financial community. They have an A rating with a third party independent insurance rating agency.

About David Happe:
David Happe is the owner of Form America LLC, and is a licensed insurance and annuity expert in the State of Florida.  Visit http://www.CatholicFlorida.com for additional information.

About Catholic Financial Life:
Catholic Financial Life is a fraternal financial organization committed to providing financial security and peace of mind to its members. Operating on the principles of faith, community, and service, the organization offers a range of insurance products, including life insurance, final expense insurance, and annuities.

Contact
David Happe
help@formamerica.com
(888)434-6471


Source: Form America LLC
Filed Under: Investment, Financial

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