Catalysts provides financial education for families, individuals, entrepreneurs, and business owners. Our classes and conversations are designed for people at different stages of their financial journey.

Yes. Our regular financial-literacy classes are offered at no cost unless a specific event is clearly identified otherwise.

No. Our goal is to provide education and help people understand their options. No purchase is required to attend a class or complete the Financial Wellness Check-Up. Certain sessions may include an insurance sales presentation when specific products or application opportunities are discussed.

Insurance-specific conversations, recommendations, and applications are handled by appropriately licensed and appointed professionals from the Catalysts team.

We offer both in-person and virtual financial conversations. Whenever possible, we prefer to meet face-to-face because it allows for a more personal, engaging conversation and gives clients space to ask questions, review information together, and build a relationship with our team.

In-person meetings may take place at the Catalysts Education Center office, at the client’s home by confirmed appointment, or at a mutually agreed community location such as a coffee shop.

Zoom appointments are also available for clients who live farther away, have scheduling or mobility needs, or reside in another state where the assisting professional is properly licensed and authorized to serve them.

Meetings in public locations are best suited for introductory or general educational conversations. Applications and discussions involving sensitive personal, financial, or health information should take place in a private setting or through an approved secure process.

Through our brokerage platform, Catalysts’ licensed insurance professionals may have access to products from multiple established carriers, including:

Aetna Health; AIG; American Equity Investment Life Insurance Company; American National; Athene; AuguStar Financial; F&G Annuities & Life; Foresters Financial; Forethought, a Global Atlantic company; John Hancock; Lincoln Financial Group; Mutual of Omaha; National Life Group; NWL Insurance Company; Nationwide; North American; Pacific Life; SILAC Insurance Company; The Standard; and Unified Health.

Carrier and product availability varies by agent appointment, state, eligibility, underwriting, and individual circumstances. Not every carrier or product is available through every licensed professional. Each insurance company is solely responsible for its products and contractual obligations. This list may change as carrier relationships and appointments are updated.

Yes. In addition to financial education and insurance-related conversations, Catalysts may connect individuals with additional financial-wellness resources, including debt-consolidation support through Mediator Debt Solutions.

Debt-Consolidation Support
Provided through Mediator Debt Solutions

Mediator Debt Solutions is a third-party service provider and is not an insurance carrier. Program availability, eligibility, fees, terms, and potential outcomes are determined by the provider. Catalysts does not guarantee acceptance, savings, or specific results.

No. A member of our team will contact the visitor to confirm availability, meeting format, and next steps.

No. Insurance eligibility, underwriting, coverage, premiums, benefits, exclusions, and policy issuance are determined by the applicable insurance carrier and policy terms.