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  • Find your local Sales Representative

Get Informed

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
booklet
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

 

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

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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.

Transfer your account to us

Are you in one of these situations?

 

  • you have one or more 401(k) accounts from a previous job?
  • you have a Certificate of Deposit (CD) that will mature soon?
  • Are you concerned about a pension or retirement account that has lost value?
  • Do you need to consolidate multiple accounts into one secure place?

 

Simple savings solutions

Catholic United Financial has simple savings solutions at competitive rates. You can consolidate your old 401(k), pension and retirement plans into an IRA* with Catholic United Financial.

 

Catholic United Financial currently offers Traditional and Roth IRAs at competitive rates, with a guaranteed minimum rate for the life of the contract. And when you roll over your old retirement accounts, we won’t charge you any upfront fees to consolidate your money into one of our annuity products.

 

For CD customers, you can place the balance of your CD into an annuity that, like a Certificate of Deposit, is guaranteed not to lose value.

 

 

Single payment options

Have you considered the stability and security of life insurance? Catholic United also has several single-premium life insurance plans available to you. For one single premium payment, you can start a permanent policy that gives you life insurance coverage, plus the added features of cash accumulation, guaranteed growth and dividend options (features dependent on type of permanent insurance contract).

 

 

How do I get started?

Your local Sales Representative can give you the information you need to bring your old retirement accounts into one stable Catholic United IRA. Search for your Representative by Zip Code.

 

 

Membership matters

Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:

  • Making Catholic United grants and incentive programs possible
  • Encouraging volunteer work
  • Fundraising for Catholic parishes, schools and religious education programs
  • Participating in the business decisions of a company that is member-owned

 

**Catholic United's IRAs are Individual Retirement Annuities.