Expansion through joint ventures Catholic Financial Life has shown interest in expanding through joint ventures, as evidenced by the launch of a joint venture aimed at developing new technology solutions with Catholic United Financial. This presents a potential sales opportunity for technology solution providers catering to financial institutions.

New family of brands model The recent launch of a family of brands model by Catholic Financial Life indicates a strategic shift in their brand strategy. Sales development representatives can explore partnership opportunities to align with these brands or offer services that complement the new model.

Top workplace recognition Being recognized as a Top Workplace for six consecutive years signifies a strong employee-centric culture at Catholic Financial Life. This recognition can serve as a selling point when targeting companies looking for financial services providers with positive employee engagement and work environment.

Leadership promotions and hires The promotion of John Borgen to president and CEO, along with the hiring of Chad Eyrich as Vice President of Distribution, indicate potential strategic shifts and growth opportunities within the organization. Sales professionals can leverage these leadership changes to explore new business relationships and sales channels.

Targeting specific industries Catholic Financial Life's focus on 'Trusted Fraternal Life' underscores a targeted approach towards specific industries or segments within the insurance sector. Sales development representatives can tailor their pitch to highlight how their products or services align with this specialized focus to gain a competitive edge.