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Merger Announcement
Catholic United Financial announces intent to merge with Trusted Fraternal Life
Executives from Catholic United Financial and Trusted Fraternal Life stand on the steps of Church of the Assumption in Saint Paul, Minn., the site where Catholic Untied Financial was founded in 1878.
146-year-old insurer would retain identity and commitment to Catholic mission within new fraternal “family of brands”
July 10, 2024
Catholic United Financial announces intent to merge with Trusted Fraternal Life

146-year-old insurer would retain identity and commitment to Catholic mission within new fraternal “family of brands”

Executives from Catholic United Financial and Trusted Fraternal Life stand on the steps of Church of the Assumption in Saint Paul, Minn., the site where Catholic Untied Financial was founded in 1878.
July 30 Webinar Promo
WEBINAR:
Funding Strategies for
Long-term Care
Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial
July 30, 10 AM • Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build.
Webinar • July 30th at 10 am
Funding Strategies for
Long-term Care

Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our workshop speakers will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.

Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial
Triennial Promo
Triennial Conference Coming in September

The 2024 Triennial Conference will be held Sept. 13-14 in Bloomington, MN. Looking forward to seeing our delegates and members there!

2024 Triennial Conference Logo
2024 Triennial Conference Logo
Registration Now Open

Volunteer Team and Council officers can register newly elected delegates now through June 30. The Triennial Conference will be held Sept. 13-14 in Bloomington, MN.

Scholarship Promo
Congratulations
Scholarship Recipients
Watch a financial education webinar on demand
Catholic United Financial has awarded more than 180 scholarships to members headed to college, job skills training and diploma programs in the fall of 2024.
Congratulations 2024-2025
Scholarship Recipients
Catholic United Financial has awarded more than 180 scholarships to members headed to college, job skills training and diploma programs in the fall of 2024.
watch a financial education webinar on demand
Webinars Promo
Financial webinars available
on your schedule
Watch a financial education webinar on demand
Relevant topics, expert speakers, practice advice, available when you are
Webinars on Demand
Financial education available
on your schedule
watch a financial education webinar on demand
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Catholic United Financial is a member-owned, not-for-profit financial services organization, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

Great Place To Work Certified
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

Upcoming Workshops & Webinars

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

An exciting announcement for our future

Catholic United Financial announces intent to merge with Trusted Fraternal Life

Catholic United Financial announced that its Board of Directors has voted unanimously to recommend its merger with Trusted Fraternal Life.
Read More

Catholic United Financial commissions local performer to create original show for Conference

Are you ready to attend a world premiere as part of our Triennial Conference in September? Catholic United Financial has commissioned artist Jeromy Darling to write and perform an original work as part of the Friday evening entertainment for this year’s Triennial Conference.
Read More

Reintroducing: Nate Lamusga, Director of Relationship Management

My newly expanded leadership role at Catholic United Financial is to meet and have collaborative conversations with Catholic leaders to find mutually beneficial ways for Catholic United Financial and parishes to work together. We want to support the vision leaders have for their communities, aligned with our vision that all people be financially secure, faith-filled,...
Read More

Set Up For Success: Raffle program helping schools improve in multiple ways

School leaders and Raffle Coordinators told us the impact of the Raffle continues and the excitement it generates year after year is still going strong.
Read More

See you at the 2024 Triennial Conference

Mark your calendars for our upcoming Triennial Business Meeting and Leadership Conference in September 2024.
Read More

Pitfalls to avoid when Downsizing

Avoiding common downsizing mistakes is crucial for a smooth transition to a simpler, more fulfilling lifestyle.
Read More
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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.

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