INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

Webinar

Attend this educational webinar to learn simple ways to transform your charitable giving so your charitable intentions are protected and fulfilled to their greatest impact.

Estate Planning for Families with Special Needs

Attend this educational webinar to learn simple ways to transform your charitable giving so your charitable intentions are protected and fulfilled to their greatest impact.

Final Expense
Schuler Fund: Now accepting grant applications
Rhonda needed life insurance. Her Advisor recommended Final Expense whole Life.
Rhonda found she lacked life insurance coverage. Final Expense Whole Life Insurance helped her plan ahead.
Schuler Fund: Now accepting grant applications
The Schuler Seminarian Fund is open for grant applications through Oct. 31, 2025. The Fund provides grants in support of men who will be the future leaders of the Church. Learn more about the Fund here and how your donation encourages vocations.
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 Lifeâ„¢ 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 the burden of long-term care costs later in life with helpful planning tools and strategies.

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.

29Sep

Chippewa Falls, WI – Estate Planning Basics Workshop

2:30 pm - 3:30 pmSt. Charles Borromeo, Chippewa Falls

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

What You Need to Know About Life Insurance

Life insurance is a simple answer to a difficult question: How will my loved ones manage financially if I were to die? If anyone depends on your income or the unpaid work you do, they would most likely struggle if you were to pass away.
Read More

Start Them Young: Teach Kids About Good Money Habits

Good financial habits should start early in life—from a child’s first lemonade stand to saving his first $20 bill. Being open about money habits with kids can help them grow into financially confident adults who will be equipped to make smart financial decisions.
Read More
Estate Planning for Families with Special Needs

Webinar: Estate Planning for Families with Special Needs

This webinar will explain the use of financial tools that can continue to fund care for special needs children, siblings and family members.
Read More

Practical Financial Strategies When the Market Isn’t Practical

Financial headlines blare from more sources than ever these days. Whether you get your news from an old transistor radio or TikTok, it’s easy to feel overwhelmed by all the opinions about the economy and the capital markets. 
Read More

Webinar: Funding Strategies for Long-term Care

Watch this informative webinar focused on end-of-life planning, covering the spiritual, medical, and financial aspects.
Read More

Building Financial Confidence for Young Families Through Life Insurance

Starting a family brings joy and many first-time experiences. With every milestone comes new responsibilities. Between busy schedules and big dreams, it’s easy to put off thoughts of doing more to protect your family’s financial future.
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