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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
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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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.


Annuities are guaranteed savings vehicles for income needs later in life.


An annuity is a contract between you and Catholic United Financial. You commit to paying premium payments to your annuity. We commit to provide you a guaranteed minimum interest rate for the life of the contract and a guaranteed source of future income with certain tax advantages (generally at retirement). The growth of an annuity is guaranteed and your principle is protected from loss.


Email your local Sales Representative for current annuity rates offered by Catholic United Financial.



What types of annuities are available?

Single premium annuity

  • Offers tax-deferred growth on deposits of $5,000 or more
  • Guaranteed minimum interest rate for the life of the contract
  • Perfect for IRA, pension and 401(k) rollovers


Bonus Plus annuity

  • guaranteed 2.25% APY for the first year of the contract on new accounts
  • lifetime guaranteed minimum rate of 1.5% APY
  • no stock market risk
  • minimum deposit $2,500, maximum $400,000 per household
  • no account service fees
  • eligible for 401(k) or IRA rollovers


Flexible premium annuity

  • Start saving for retirement with just a $300 minimum deposit, or only $25 per month (EFT)
  • Your annuity will never lose value
  • Catholic United promises a guaranteed minimum interest rate for the life of the contract


Immediate annuity

  • Purchased by a single premium payment
  • Contract starts making monthly direct deposits to you immediately
  • Payments are guaranteed over the lifetime of one or two people (joint and survivor)
  • Guaranteed period of 5, 10, 15, or 20 years (period certain)


Benefits of owning an annuity

  • Protection from stock market risk
  • Guaranteed rate of return
  • Guaranteed income stream for retirement
  • Protection of your principal
  • Competitive interest rate
  • Source of retirement income
  • No upfront service charges or annual fees
  • No surrender charges after 5 years


How do I buy an annuity?


Purchasing an annuity involves an application that asks about the funding sources you will use to make your annuity premium payments. Once accepted, we issue a contract that explains your rights as the annuity owner, how the annuity will provide income once it has matured, and what a beneficary can expect if you should pass away before the balance of the annuity is paid out.


We also offer IRAs (Individual Retirement Annuities) and specialized retirement plans (TSAs and SEPs).