*This video is a paid advertisement by Gregory Waddle and Walker Bormann. This video promotes products offered through the paid advertisers’ associations with Knights of Columbus (“KofC”) and Knights of Columbus Asset Advisors (“KoCAA”). This is not a direct advertisement of KofC or KoCAA and neither KofC nor KoCAA was directly involved in the production of this advertisement.
KofC and KoCAA are entities that each provide separate and distinct products and services. KofC does not recommend or endorse KoCAA. KofC is not a Registered Investment Adviser and does not provide investment advice. Agents Greg Waddle and Walker Bormann are licensed in the state of Iowa and serve Iowa residents Interested persons residing in another state or Canada should contact KofC through KofC.org and KoCAA through 
KoCAA.org. KoCAA does not offer insurance, and all insurance related inquiries should be directed to KofC. Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. This information is intended for current or prospective investors in the U.S. only.
As of March 4, 2024, S&P Global Ratings affirmed AA+ long-term financial strength and issuer credit ratings on Knights of Columbus.
As of November 22, 2024, rated A+, Superior for financial strength by A.M. Best.
From FORTUNE © 2023 FORTUNE Media IP Limited. FORTUNE and FORTUNE 1000 are trademarks of FORTUNE Media IP Limited and are used under license. FORTUNE and FORTUNE Media IP Limited are not affiliated with and do not endorse the products or services of the Knights of Columbus.
Knights of Columbus Asset Advisors (“KoCAA”), Knights of Columbus Charitable Fund (“KCCF”), and Knights of Columbus (“KofC”) are entities that each provide separate and distinct products and services. KofC is not recommending or endorsing KoCAA or KCCF. KofC and KCCF are not Registered Investment Advisers and do not provide investment advice. Persons interested in KoCAA’s investment advisory services should contact KoCAA directly. Neither KoCAA nor KCCF offers insurance, and all insurance related inquiries should be directed to KofC. Information provided herein is educational in nature and is not intended as legal, tax, financial, or other professional advice. This information is intended for current or prospective investors in the U.S. only.
KoCAA is an SEC registered investment adviser that maintains a principal place of business in the State of Connecticut. For information about KoCAA’s business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at . KoCAA is a wholly owned subsidiary of KofC, one of the world’s largest Catholic Lay Organizations. Investing involves risk and you may gain or lose money on your investments. KoCAA’s status as a Registered Investment Adviser does not imply a certain level of skill or training. For additional information visit or write to .
KCCF is an independent, nonprofit, public charity with a donor-advised fund program. Various entities affiliated with KofC provide certain investment management and administrative services to KCCF. KoCAA serves as the investment manager of KCCF, and the assets are invested in investment funds managed by KoCAA. The value of an invested donation will fluctuate over time and may gain or lose money.For additional information visit .
KofC offers life insurance, annuities, long-term care insurance and disability income insurance products. For costs, terms, conditions and complete details regarding these products, please contact your agent directly or call KofC at 1-800-380-9995. Products may vary by state. Insurance solutions are available to eligible KofC members in the U.S. and Canada. Knights of Columbus is located at: One Columbus Plaza, New Haven, CT 06510.
This material is for informational purposes only and is not intended to provide tax or legal advice. Please consult your own attorney or tax professional for advice regarding your individual situation. Guarantees are based on the financial strength and claims-paying ability of Knights of Columbus. Withdrawals and surrenders will decrease the value of your annuity and, subsequently, the income you receive. Early withdrawal from an annuity may result in surrender charges and tax implications (including a 10 percent penalty prior to age 59 1/2). The taxable portion of each annuity distribution is subject to income taxation. Product features may vary by state and jurisdiction.