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Why do I need life insurance?
Life insurance is about love. A life insurance policy guarantees
When do life insurance needs change?
What else can life insurance do for me?
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Unite and Grow with us
We can help you create a financial plan that reflects
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Financial ideas to complement
St. Charles, MN - March 4 - St. Charles Borromeo Parish
Independence, WI - March 8 - Ss. Peter and Paul Parish
Lake City, MN - March 12 - St. Mary's of the Lake Parish
Circle Pines, MN - March 14 - St. Joseph of the Lakes Parish
Appleton, MN - March 16 - St. John's Parish
Benson, MN - March 16 - St. Francis Parish
Estate Planning Topics
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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As a company, we're committed to giving back to the Catholic community. Partner with us and see your own generosity grow.
What is stopping you from reviewing or planning for retirement? Our recent research shows that a majority of people decide not to do anything when financial turbulence, like we’ve experienced in the last two years, hits their retirement savings. Many seek clarity but lack the confidence to act. Thus, instead of being proactive, financial issues lock many into non-action.
When you work with Catholic United Financial, we help you see through uncertainty clouded by financial markets and negative returns. How do we accomplish this? We begin our relationship by asking you about how you want your Catholic values reflected in your financial plan.
Our simple but unique fact-finding process called Unite and Grow asks questions about your dreams, goals and your immediate and long-term financial needs. Unlike other companies, we can uphold your values by how we’re managed, where we place our investments and how we support the Catholic community.
When you choose Catholic United Financial retirement planning tools such as annuities and IRAs for your retirement plan, you get some great benefits:
It’s never too late or too early to start. Consider the following first steps to the confidence found in our retirement savings products:
Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and: