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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)

Annuities

Single Premium
Flexible Premium
Immediate Annuity
Charitable Gift Annuity
Specialized Retirement Plans
 

IRAs

Roth IRAs
Traditional IRAs

 

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

More seminar videos

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

 

Estate Planning Topics

 

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 Member Advantages

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.


You belong to a financial cooperative that offers Catholics of the Upper Midwest a faith-honoring alternative to commercial insurance companies.

 

 

 

Member Center

 

Welcome to the Catholic United Financial Member Center

 

Online Member Tools

View product information, check cash values, submit a claim and more using your password-protected SecureView account.

Select your communication preferences with Catholic United

Use this online form to tell us about your contact preferences.

 

Our official publication, Our Catholic Journey Magazine

Keep up to date on member news, financial matters and volunteer opportunities by reading our official magazine. Read the latest issue online.

Our official publication, Our Catholic Journey Magazine

Show your loyalty to Catholic United Financial by wearing or using a logo-branded item. Clothes, pens, drinkware, games and more are available at affordable prices on our online store.

Click on the button above to learn more about starting a claim or reporting a death.

 

 

 

The forms below are provided for your use when you log in to your SecureView account. Your local Sales Representative can also provide you with these forms. Please contact them for assistance.

 

Change of Beneficiary Form
Changing a beneficiary(ies) is an important decision that should be made with care. Click here to read helpful hints about making a beneficiary change.

 

Service Request Form
This form is required for all name change requests, address changes, cash surrenders, duplicate certificate requests, certificate loans and more.

 

Absolute Assignment Form
The Absolute Assignment of Certificate Form is used to transfer ownership on life insurance certificates. The form must be completed, signed by the policy owner and witnessed by someone other than the beneficiary and/or new owner(s). Please note: Ownership transfers dramatically change the dynamics of a certificate. No activity can occur, even simple questions answered, without the written approval of the assignee.

 

Collateral Assignment Form
This form is often used when assigning a non-qualified annuity or life insurance policy to a funeral home. Contact your local Sales Representative for more information on the correct use of this form.

 

 

Member Advantages

Membership in our Association comes with advantages beyond product ownership. Read about your options below and click on a button to learn more.

 

Apply for a scholarship

Helping our members achieve their educational and career goals with post-high school tuition scholarships.

Estate Planning Assistance

Members can get free estate planning and charitable giving assistance through their Sales Representative, our Advanced Case Specialist John Tetzloff and our one-hour estate planning seminars.

 

Credit Union link button

Savings, checking, online banking, CDs, loans and more are available to our members at excellent rates through the Catholic United Financial Credit Union. Click here to view the credit union website.

The giving begins as soon as you become a member. Purchase a qualifying life insurance policy and we will make a $15 donation in your name to the Catholic school or parish religious education program of your choice.

Member Assistance Programs

The storms of life are unpredictable in all ways but one...they will happen.

 

When a member is in financial hardship due to traumatic illness, natural disaster or military service, Catholic United has a Member Assistance matching grant program that will match dollars raised, up to $1000, at a fundraiser in the name of the member. Contact a Member Engagement staff member to access this benefit.

 

The Precious Life Insurance Benefit plan offers members a no-cost benefit for newborn children and a protection option for infants that are not insurable. Conditions apply. Contact your local Sales Representative for more details about this benefit.