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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
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

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

 

 

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.

Privacy Statement

Catholic United Financial’s Commitment to Privacy

Catholic United Financial is committed to safeguarding your privacy. While the information we collect about you is critical to providing superior products and services, be assured that we are dedicated to maintaining the confidentiality of the personal information we have. We do not sell or rent to anyone the information you have entrusted to us.

 

To help you understand how we protect your personal information, this notice summarizes the privacy policy of the Catholic United Financial and its affiliates, the Catholic United Financial Foundation and the CAA General Agency, LLC. Another member of the Catholic United Family, the Catholic United Financial Credit Union, will provide its own privacy notice. During the continuation of your relationship with Catholic United Financial, we will advise you of our privacy policy and practices at least once annually, as required by law.

 

Confidentiality and Security Procedures

Catholic United Financial understands the importance of protecting and securing your nonpublic personal information and using it appropriately. We have and maintain strict policies and procedures to protect the confidentiality of your information during all stages of your relationship with Catholic United Financial.

 

In addition, we maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. Access to nonpublic personal information about you is restricted to those employees who need to know that information to provide products and services to you. All employees are trained and required to safeguard such information.

 

Information We May Collect and Use

We collect personal information about you in order to provide, administer and service financial products and services, including insurance and annuities. The type of information we collect about you depends on the products, services or benefits you request and may include:

  • Information we receive from you on applications or other forms, such as your name, address, social security number, birth date, assets and income.
  • Information you authorize us to obtain, such as medical and hospital records. We want to assure you that medical information Catholic United receives about you will not be disclosed without your authorization, except as required by law.
  • Information about your transactions with us, such as your contract coverage, certificate values and payment history.
  • Information we receive from consumer reporting agencies, such as your credit worthiness and credit history. This type of information will be shared in appropriate situations and only to the extent required for necessary business purposes.

 

Sharing Within the Catholic United Family

Catholic United regards all of your nonpublic personal information as confidential. However, in the course of conducting our business, there are circumstances in which we may disclose to other parties information we have about you. These disclosures are only made as permitted or required by law. For example, we may disclose the above categories of nonpublic personal information about you to Catholic United Financial's affiliates.

 

We may share your identifying information (such as name, address, telephone number, age and years of membership) and your fraternal relationship information (such as council name) with council officers in order to facilitate fraternal activities.

 

Sharing Outside the Catholic United Family

We may also disclose the above nonpublic personal information with non-affiliated organizations that perform services for us or on our behalf such as reinsurance, fraternal benefits, printing and mailing. We are also permitted to disclose the above categories of information to help us underwrite insurance, process transactions and administer claims that you request or authorize. In addition, we are required to disclose information about you in certain instances, such as to detect fraud or to comply with an inquiry by a government agency or regulator.

 

Whenever we hire other parties to help us conduct our business, we expect them to maintain the confidentiality of your personal information and abide by all applicable privacy laws. Further, we do not authorize them to use or disclose your personal information for any purpose other than the work they are performing on our behalf or as required by law.

 

Former Customers

Should your relationship with Catholic United end, we will continue to limit disclosures of your personal information in accordance with our stated privacy policy and practices, just as we do for those with a continuing relationship with us.

 

Accuracy of Your Information

Our goal is to keep your information accurate and up-to-date. If you find any inaccuracies in the statements or account information we send to you, we urge you to contact our Member Services department by calling or writing us at our address below.

 

Catholic United reserves the right to change our privacy policy at any time.

 

Catholic United Financial

3499 Lexington Ave. N.

Saint Paul, MN 55126

(651) 490-0170

1-800-568-6670

info@catholicunited.org

www.catholicunitedfinancial.org