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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

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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.

Find your local Sales Representative

 

IRAs

 

An individual retirement annuity (IRA) is a wise complement to your retirement plan.

 

An IRA helps you accumulate retirement savings while you work, and then provides an income after you retire. Catholic United offers both traditional and Roth IRAs, which have different tax advantages.

 

 

How do I get started?

Income restrictions apply to traditional and Roth plans. Your Catholic United Sales Representative can explain the requirements to you.

 

Roth IRA

A Roth Individual Retirement Annuity (IRA) is a retirement savings tool that accumulates money on an after-tax basis. Since the funds have already been taxed, qualified withdrawals made later can be made income tax-free. See your tax advisor for advice about your specific situation and income restrictions.

 

Benefits of contributing to a Roth IRA

  • Guaranteed minimum rate of return
  • Protection from stock market risk
  • Rollover contributions at any age are allowed
  • Automated payments save you time and money
  • Qualified withdrawals are not taxed
  • Maximum annual contributions are $5,500 per year (under age 50)
  • “Catch-up” contributions for those age 50 or over are possible, up to $1,000 per year
  • No upfront service charges, annual fees, or surrender charges after 5 years

 

Traditional IRA

A traditional Individual Retirement Annuity (IRA) is a retirement savings tool that defers the taxes on the growth of your account value until you withdraw the funds. In addition, your contributions may be tax deductible, but consult with a tax advisor for details about your specific situation.

 

Benefits of contributing to a traditional IRA

  • Guaranteed minimum rate of return
  • Protection from stock market risk
  • Automated payments save you time and money
  • Contributions may be tax deductible
  • Tax-deferred savings through age 70 1/2
  • Rollover contributions from another IRA, 401(k) or pension at any age are allowed
  • Maximum annual contributions are $5,500 per year (under age 50)
  • “Catch-up” contributions for those age 50 or over are possible, up to an additional $1,000 per year
  • No upfront service charges, annual fees, or surrender charges after 5 years