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Connect With Us

Financial products and services for Catholics
Catholic United Financial > Connect With Us

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

 

Support Catholic families & communities
Catholic United Financial provides our members with quality life insurance and retirement savings options, while giving them opportunities to impact their Catholic parishes, schools and community.

What is a fraternal benefit society?

As a fraternal life insurance company, Catholic United Financial has a special purpose — recognized by the federal government with tax-exempt status. We provide our members with excellent insurance and financial products and we return our profits to our Catholic communities in the forms of grants, scholarships and assistance. According to the American Fraternal Alliance, fraternal benefit societies like Catholic United Financial provide billions of dollars back to the American public in the form of volunteer hours, grants and scholarships. For more information, visit www.fraternalsgive.org.

Become a member and become something more

Catholic United Financial is dedicated to working with you to improve the financial strength of your family, your church and your community. We work daily to:

  • Help Catholics and their families build a more stable and secure financial foundation
  • Encourage and coordinate volunteers through our council network
  • Raise and distribute millions in grants and scholarships
  • Provide funds and fund raising support for Catholic parishes and schools
  • Connect to the next generation by encouraging young Catholics to explore and develop their faith
  • Support Catholic families & communities
A family of 5 riding scooters at the church playground.

Membership Classes

Benefit Members

Benefit members are practicing Catholics, 16 years of age or more, and are active policy holders with Catholic United Financial.

Benefit Members have voting privileges in Catholic United Financial Councils and Volunteer Teams and are eligible to hold any office within Catholic United, its Local Councils and Volunteer Teams, and serve on any committee and be a delegate to the Triennial Conference.

Limited Members

Limited members are active policy holders that don’t qualify as a Benefit Member, or are a person who is not a practicing Catholic and meets the exception criteria below:

• The non-Catholic spouse of a Benefit Member

• A beneficiary of a Beneficiary Contract who elects to take a supplemental contract

• The non-Catholic child or grandchild of a Benefit Member, provided the applicant is a Benefit Member of Catholic United Financial

• Any non-Catholic employee of Catholic United, or their spouse of children

• Non-Catholic benefit contract owners whose contracts are acquired by virtue of a merger or acquisition.

Limited Members are not eligible to hold any office and do not have voting privileges in Catholic United, its Local Councils and Volunteer Teams. Limited Members are not eligible to serve on any committee or be a delegate to the Triennial Conference, but have all other rights and privileges of benefit members of Catholic United Financial.

Associate Members

Associate members are practicing Catholics, 16 years of age or more, and are not active policy holders with Catholic United Financial but maintain a product or service from an affiliate of Catholic United Financial.

Associate Members have voting privileges in Catholic United Financial Councils and Volunteer Teams and are eligible to hold any office within Catholic United, except for the Catholic United Board of Directors and its President and Vice President. Associate Members may serve as leaders on Local Councils and Volunteer Teams, and serve on any committee and be a delegate to the Triennial Conference. Associate Members are eligible to benefit from the Member Assistance Grant and the Precious Life Benefit Program.

Catholic United Financial Affiliates

Catholic United Financial Credit Union

Catholic United Financial Foundation

Catholic United Financial General Agency LLC

The purpose of the LLC is to be an entity which is authorized to broker insurance products not offered directly by the Association (within the purview of MN State. 64B.16 – a statute which describes permissible activities of a fraternal association), and sold by Catholic United Financial Sales Representatives to members of the Association.

Our Vision

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

Our Mission

We financially protect and connect members in faith and joyful service at every step of life’s journey.

Annual Reports

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Terms of Service

Catholic United Financial is not licensed in all states. Nothing contained herein should be construed as a solicitation for insurance, financial products or annuity products in any state in which Catholic United Financial is not licensed. Catholic United Financial is licensed to sell insurance in Minnesota, Wisconsin, Iowa, North Dakota, and South Dakota. Catholic United Financial is a member of the American Fraternal Alliance.