Final Expense
It’s time to schedule your annual review.
A new career as an account executive is in your future!
Rhonda found she lacked life insurance coverage. Final Expense Whole Life Insurance helped her plan ahead.
“I’m doing this because I want to make things easier for the people I love.”
Today is a good day to consider the simplicity, protection and peace of mind that comes with Final Expense Life Insurance.
Webinar
July 24 @ 10:30 a.m.
Funding Strategies for
Long-term Care

Attend this educational webinar to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build.

Funding Strategies for Long-term Care Workshop
Funding Strategies for Long-term Care Workshop

Learn about the spiritual and financial issues surrounding end of life planning at this free, informational webinar.

Family of Brands Jan 2 2025
Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.

With this approval, Catholic United Financial has officially become a brand of Trusted Fraternal Life. Additional brands include Catholic Financial Life, Degree of Honor and Woman’s Life.

Trusted Fraternal Life Family of Brands Logos
Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands
Trusted Fraternal Life Family of Brands Logos

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.

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Catholic United Financial is a Trusted Fraternal Life™ brand, a member-owned not-for-profit, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

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

Workshops & Webinars

Our workshops and webinars present financial topics in an easy-to-follow format, explained by knowledgeable speakers and held at a location near you.

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: $12 million
Giving to the Archdiocese of St. Paul and Minneapolis: $9 million
Giving to the Diocese of New Ulm: $7.7 million

See where else we’ve given…

News from Catholic United

Rhonda found she lacked life insurance coverage. Final Expense Whole Life Insurance helped her plan ahead.

Final Expense Life Insurance – It’s About Peace of Mind

When is a good time to consider final expense life insurance? After her retirement, Rhonda decided to review her options and find out.
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A Final Hug From Mom and Dad

What began as a simple financial review turned into something deeply meaningful for one family—and a powerful reminder of how Catholic United Financial cares for our members.
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Webinar: Preparing for End of Life with Purpose and Peace of Mind

Watch this informative webinar focused on end-of-life planning, covering the spiritual, medical, and financial aspects.
Read More
Missed the Boat Theatre is a non-profit theatre company in St. Paul, Minnesota presents The Matchmaker as their summer mainstage production.

Members invited to theater performance in St. Paul

Catholic United Financial members can enjoy discounted tickets for a performance of "The Matchmaker" June 19-28
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Understanding Your Social security Benefits Webinar

Webinar: Understanding Your Social Security Benefits 2025

One of the most important decisions to make before you retire is when to claim Social Security benefits. Watch this webinar to learn more.
Read More

The Way of the Shepherd Catholic Montessori School Celebrates Raffle Success and Grand Prize Winner

A wave of excitement and joy swept through The Way of the Shepherd Catholic Montessori School on April 23 as students, staff and the grand prize winner came together to celebrate their success in the 2025 Catholic United Financial Raffle. With smiles as wide as the giant prize check, the celebration kicked off as multiple...
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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