Serving Virginia Knights of Columbus since 2005
Did you know that KofC Agents are trained to provide comprehensive financial advice to the members they are assigned free of charge as a benefit of membership?
KofC Agents provide their clients with a written financial plan which clearly shows any shortfalls in current assets.
Choate Agency Services
Family Financial Planning
The Field Agents that make up the Choate Agency are dedicated to making sure that every Catholic family has the opportunity to protect themselves and prepare for their future wants and needs with Knights of Columbus Financial products. Agents work with families and individuals to complete comprehensive, budget-driven financial plans to help our members achieve their goals.
Business Insurance
Our Field Agents provide policies and provide business continuation and planning services to our members who own their own businesses. If you have needs for buy-sell agreements, key-man insurance or other needs please contact the local Field Agent that is assigned to manage your accounts. He can provide free advice and products that are second to none.
Estate Planning and Charitable Giving
For more complex financial planning, our members can rely on the expertise of our Field Agents to assist with asset preservation strategies and life insurance trusts. Charitable giving trusts can be established to multiply an individual’s giving. Contact your local Field Agent for more information.