Catholic United Financial is a member-owned, not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

Great Place To Work Certified

Transforming Profits Into Purpose

As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

Members, not customers

Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.

Boost your efforts for the greater good

Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

Transforming Profits Into Purpose

As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

Members, not customers

Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.

Boost your efforts for the greater good

Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

umbrella.

Protection for your way of life, the foundation of your financial plan, the safety net for your family, a loving gift

annuities

Guaranteed income for retirement, free of stock market risk and service fees

Piggy Bank

Individual Retirement Annuities with tax advantages and guaranteed protection for income you can’t outlive

Two bandaids.

Alleviate health concerns and costs later in life with these two types of helpful coverage

Pen and Paper

Protect your assets and know your wishes and Catholic faith will be honored after your passing

Gift Box

We can show you ways to extend your modest gift into a generous, beneficial legacy through charitable planning

Oct. 24th Webinar for Women

Understanding Family Security and Life Insurance

This is the latest webinar in our Women and their Finances series. Designed with women in mind, this webinar will help us understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish — beyond paying for a funeral.

Woman holding ipad with webinar notice

Oct. 24th Webinar for Women

Understanding Family Security and Life Insurance

This is the latest webinar in our Women and their Finances series. Designed with women in mind, this webinar will help us understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish — beyond paying for a funeral.

Upcoming Workshops

Our workshops explain complex issues in an easy-to-follow format, relying on expert speakers and testimonials from people like you who have taken steps to get their finances and planning under control.

We Give First

Created over 140 years ago, our foundation of people helping people is the basis for who we are and what we do. We transform profits into purpose so that every generation can thrive and grow.

Giving to the Diocese of St. Cloud: $11 million
Giving to the Archdicoese of St. Paul and Minneapolis: $7.2 million
Giving to the Diocese of New Ulm: $5.9 million

See where else we’ve given…

News from Catholic United

Helping in a Time of Need: Donor Advised Funds Assist in Maui Wildfire Relief

Brushfires on Maui, fueled by high winds from Hurricane Dora passing to the south of Hawaii, broke out and rapidly engulfed Lahaina.
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You’re Invited! Upcoming Regional Member Gatherings

It’s a celebration of Catholic United Financial’s impact in our area and everyone is invited.
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Inflation & Life Insurance: Will You Have Enough?

Learning to factor in the economy to your coverage can help you stay better prepared for the future.
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Making Moves: Catholic United Opening New Financial Center in Fall 2023

We’re pleased to announce we’re opening our new Catholic United Financial Center this fall!
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Become Part of Our Story

We believe that the Catholic United Financial story sets us apart from other financial employers and careers. Join us!
Read More

Catholic United Financial Earns 2023 Great Place To Work Certification™

Thanks to our people, we’re proud to have earned Great Place to Work® Certification™.
Read More
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Our Vision Statement

All people are financially secure, faith-filled, and engaged in their communities.

Faith-fueled Financial Cooperative

The reason for, the model for, the example of our giving is truly the grace and sacrifice of Christ himself
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in grants to Catholic religious education
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in post-high school tuition scholarships
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workshops & events in the last 12 months
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life policy benefits paid to members