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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

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.

Reporting a Death

You can start a claim three different ways:

 

1. Contact your local Sales Representative. Click here to find one close to you.

 

2. Contact our Claims Department directly. Call 1-800-568-6670 or email claims@catholicunited.org.

 

3. Fill out this online form.

 

 

Please note that all claims for contracts issued by Catholic Aid Association or American Fraternal Union (AFU) are administered and fulfilled by Catholic United Financial. Follow the steps below.

 

 

Claim Documentation

To successfully investigate and fulfill your claim in a timely manner, Catholic United's Claims Department needs you to provide the signed documentation listed below. To download documents provided by Catholic United, log in to your SecureView account. Or, contact the Claims Department by phone.

 

Life insurance claim

Provide Catholic United with the following documents to start your life insurance claim

 

1. Life Insurance Claimant's Statement
This form must be completed and signed by the beneficiary(ies). Failure to complete this form may delay the processing of your claim.

 

2. Original Catholic United Financial
Life Insurance policy

If you don't have this document, complete the Statement of Lost Certificate form as part of the Claimant Statement document above.

 

3. Certified copy of insured's death certificate
Must be a certified copy. Photocopies of certified documents are not acceptable.

 

4. Obituary
A copy or clipping of the printed obituary of the deceased

 

Annuity claim

Provide Catholic United with the following documents to start your annuity claim

 

1. Claimant Statement Annuity Death Claim
This form must be completed and signed by the beneficiary(ies). Failure to complete this form may delay the processing of your claim.

 

2. Original Catholic United Financial
Annuity contract

If you don't have this document, complete the Statement of Lost Certificate form as part of the Claimant Statement document above.

 

3. Certified copy of insured's death certificate
Must be a certified copy. Photocopies of certified documents are not acceptable.

 

4. Obituary
A copy or clipping of the printed obituary of the deceased

 

 

Other documentation

You may need to provide more documents from the list below to complete a claim, depending on the circumstances of the claim. Your failure to provide any of the requested information may delay payment of your claim. If you have questions, contact the Claims Department.

  • Death Benefit Settlement Option Application
  • Addendum to Life Insurance Claimant's Statement
  • If death is accidental, homicide or suicide, a police report or accident report is required.
  • Death Certificates are required for any deceased beneficiaries. If all designated beneficiaries are deceased, benefits will be paid to the member’s:
  • spouse;
  • children, including children by adoption and children of deceased children, such grandchildren taking the share of the deceased parent;
  • parents;
  • the duly appointed representative of the deceased member’s estate. Proof of death must be provided for any of the alternative beneficiaries who are deceased. An Affidavit to Establish Beneficiaries Form must be completed if children are to be paid according to above.
  • Current certified copy of Guardian, Administrator, Fiduciary, or Personal Rep. appointment papers.
  • If beneficiary is a Trust, we require proof that the Trust was effective at the time of insured’s death. (For example, a notarized letter from Trust company or financial institution holding the Trust Account.)
  • Affidavit to Establish Beneficiaries
  • Authorization to Pay Funeral Home
  • Statement of Account From Funeral Home
  • Authorization to Pay Estate
  • Any other forms or documents as requested by Catholic United Financial