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Catholic United is ready to help people at
different stages achieve their financial goals.


My Life Stage

Life Insurance

Term Life
Youth Term Life
Universal Life
ULT Combo Life
Charitable Life
Whole Life

Other Insurance

Long Term Care Insurance
(sold through our LLC partnership)

Why do I need life insurance?

Life insurance is about love. A life insurance policy guarantees
that the most important people to you will be provided for if you
are no longer there.


Life insurance:

  • protects your way of life
  • can replace lost income when a loved one passes
  • can be the foundation of a family financial plan
  • More...

When do life insurance needs change?

  • Family change such as birth, death or divorce
  • A change of employment or career
  • After a major purchase, like buying a home or business
  • A child moving out or going off to college

What else can life insurance do for me?

  • help pay for your final expenses
  • protect your assets
  • make a charitable gift
  • build wealth and save on taxes

Life Insurance Calculator

Estimate how much life insurance you need



Life Insurance Calculator


Unite and Grow with us

We can help you create a financial plan that reflects
your Catholic values.


Download a sample of our Unite and Grow Factfinder
to see how we can help you organize your assets
and get a better sense of your overall financial picture.


Your retirement

Our annuities and IRAs can complement
your existing retirement plan

Financial ideas to complement
your existing plan

  • Is your budget tight, but you still need to care
    for loved ones?
  • Want the best of both worlds -- insurance protection
    and income growth?
  • Worried about missing out on higher rates by
    locking into CDs or money market funds?
  • Want to make a loving financial gift, but retain
    some control?

Read our answers to these questions

Upcoming Seminars

Hinckley, MN - June 19 - St. Patrick's Parish

Pine City, MN - June 19 - Immaculate Conception Parish

McGregor, MN - June 22 - Holy Family Parish

Laona, WI - June 25 - St. Leonard Parish

Medford, WI - June 25 - Holy Rosary Parish



Catholic United Financial exists to support the Roman Catholic Church in extending the Faith, especially by commending and encouraging Catholic schools and religious education


Read about our commitment to this mission

Watch video

Our next event is Oct. 2, 2016 in Yankton, SD

Find your local volunteer leader by zip code

Community Engagement

Catholic United has service and fundraising programs that appeal to volunteers seeking different levels of commitment, from one hour of casual service on a weekend, to leading a local volunteer group. Learn more about transforming profits into purpose:

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Your Account

SecureView Button

Create an online account to view your
product information

View and download forms needed
to manage your accounts and products


Visit the Member Center

for more details and links

Start your claim

Our Claims Department is ready
to assist you with the claims process.


Click here to report a death or to connect
to information on how to start a claim.


See a list of
Upcoming Events

Giving to Catholic dioceses in the Upper Midwest

Click on the map to see how much we've given to your diocese

As a member, you will have the ability
to multiply your generosity

Generosity is a virtue, and we at Catholic United Financial help our members multiply their generous gifts into something even greater.


Practicing Generosity

As a company, we're committed to giving back to the Catholic community. Partner with us and see your own generosity grow.

Annual Convention

Save the Date

134th Annual Convention
Saturday, Aug. 5, 2017
River's Edge Convention Center, St. Cloud, MN

Tentative Schedule      Keynote Speaker      Breakout Sessions


Tentative Schedule


6:30 to 8 pm

Social Hour for Overnight Delegates & Guests



  7 to 8:45 am

8 am

8:20 am

8:45 am

9 am

10:15 am

11:30 am

11:30 am to 12:30 pm

12:45 to 1:45 pm

2 to 3 pm


3:15 to 4:15 pm


4:15 pm

4:15 pm

5 pm

Registration and Breakfast
Outreach Project:
Catholic Charities Emergency Food Shelf

Committee Meeting:  Election

First Timer’s Session

Committee Meeting:  Credentials

Opening Mass

Convention Session I – Glenn Carlson Hall

Convention in recess

Lunch – Glenn Carlson Hall

Keynote Speaker – Glenn Carlson Hall

Breakout Sessions
Wills and Catholic End of Life Issues
Tech-nically Speaking – An Isidore Update
Financial Planning for Generations X, Y & Even Z
A New Product is Coming – Medicare Supplement

Convention Session II – Glen Carlson Hall


Social with Refreshments

Buses Depart River’s Edge Convention Center


Keynote Speaker

Keynote Speaker Ross Bernstein
Inspirational Speaker and Best-Selling Sports Author

Following your Moral Compass to Wins, with Respect and Integrity. Bernstein is a dynamic, award-winning motivational speaker, who uses an engaging, provocative and visually entertaining style  to inspire us to be better leaders; to follow our own moral compasses to winning “the right way;” and who encourages us to embrace change and failure.






Breakout Sessions

Financial Planning for Generations X, Y, and even Z
Fortune Financial’s Jim Quandt and Alex Morrall

Recent years have brought great changes to the world of personal financial planning. But many of the tenets of personal wealth management have been in place for decades. Jim Quandt and Alex Morrall bring both perspectives to this breakout, which will examine capital markets from a historical perspective, changes in products and how to utilize today’s technology to take advantage of those trends.



Tech-nically Speaking
Member Engagement Advisors Colin Hutchins and
Kaitlin Groeneweg

How can we get the most out of Isidore? What’s a browser? How do I turn this blasted machine on?! No matter where you fit on the broad spectrum of tech-savviness, you’ll want to stop by the Member Engagement breakout session.  We’ll cover the high points of the recent Isidore system makeover as well as some tips for creating and sharing publicity for your Council/PVT events.




Wills and a Conversation on End-of-Life Decisions
Speakers To Be Announced

There’s more to life than money, and there’s more to end-of-life decisions than financial planning. This session will cover some financial basics such as wills, but will also be a guide to having those tough conversations about final wishes, funeral plans, DNRs and more.


Introducing the new Medicare Supplement

What’s one way to stay relevant in a changing and challenging financial world? Innovate! Catholic United has teamed up with a medicare supplement provider to create a new product we think MANY of our Medicare eligible members can benefit from. Stop in to learn more about this exciting new offering.


Past Convention Documents

2016 Convention Proceedings Document (PDF)

2016 Constitution and Bylaws (PDF)

2015 Convention Proceedings Document (PDF)