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Transforming Profits Into Purpose

As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

Members, not customers

Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.

Boost your efforts for the greater good

Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

Transforming Profits Into Purpose

As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

Members, not customers

Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.

Boost your efforts for the greater good

Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

News from Catholic United

Count on a lifetime of benefits
An individual singing paperwork.

You can contribute more to your IRA in 2019

People who want to save for retirement should know the IRS has announced new annual increases to IRA contributions in 2019.
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Thank a hero this Veterans Day

As we celebrate Veterans Day, we want to honor those who served, laid their life on the line and those who have fallen.
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From the President: Staying alive means something to life insurance companies, and influences new product development.

From the President: Staying Alive

I am talking about something that only a true insurance nerd would get excited about…mortality tables.
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Catholic United Response mobile unit driving down the street.

Disaster Response Deployment Alert – Sept. 29

Catholic United Response will be joining the Cannon Falls Police Department for a coordinated volunteer cleanup taking place Saturday, Sept. 29th
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Raffle Program Coordinator Michelle Clark and radio personality "The Rookie" from ESPN AM 1500 talk reveal the top three performing schools of 2018 on March 7th.

Catholic Schools Raffle gives schools the chance to win big

In addition to keeping every cent they raise selling raffle tickets, the three schools that sell the most tickets per student receive a $3,000 grant from Catholic United Financial!
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Catholic United Financial has products that can assist with every step of life's journey.

Products for every step of life’s journey from cradle to old age

Catholic United’s brand journey is, and always has been, about the whole person and their whole life.
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Upcoming Workshops

Our workshops explain complex issues in an easy-to-follow format, relying on expert speakers and testimonials from people like you who have taken steps to get their finances and planning under control.

Upcoming Workshop Schedule Postponed

In the interest of safety during the COVID-19 epidemic, our upcoming workshops have been postponed. Thank you for your interest. 
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Apr

June 9 – End of Life Decisions Webinar – Little Falls, MN

Participate in a compassionate and timely Adult Education webinar about End of Life Planning from a Catholic perspective.
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We Give First

Created over 140 years ago, our foundation of people helping people is the basis for who we are and what we do. We transform profits into purpose so that every generation can thrive and grow.

Giving to the Diocese of St. Cloud: $11 million
Giving to the Archdicoese of St. Paul and Minneapolis: $7.2 million
Giving to the Diocese of New Ulm: $5.9 million

See where else we’ve given…

We're there with you...

umbrella.

Life Insurance

Protection for your way of life, the foundation of your financial plan, the safety net for your family, a loving gift

annuities

Annuities

Guaranteed income for retirement, free of stock market risk and service fees

Piggy Bank

IRAs

Retirement savings options that offer tax advantages and guarantees depending on your life situation

Two bandaids.

Medicare Supplement & Long Term Care

Alleviate health concerns and costs later in life with these two types of helpful coverage

Pen and Paper

Estate Plans & Final Expense Planning

Protect your assets and know your wishes and Catholic faith will be honored after your passing

Gift Box

Legacy & Charitable Planning

We can show you ways to extend your modest gift into a generous, beneficial legacy through charitable planning

Find your local rep using your zip code:

It feels good to have a professional on your side

Our sales representatives are local and connected to the Catholic community. They are employees of Catholic United and trained in our products. This means they are experts in how our products can help Catholic families stay secure and thriving.

Our Vision Statement

Bound by our Catholic faith, we will be the provider of choice in contributing to the financial well-being of our members; and be a visible leader in support of our Catholic communities.

Faith-fueled Financial Cooperative

The reason for, the model for, the example of our giving is truly the grace and sacrifice of Christ himself
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in grants to Catholic religious education
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in post-high school tuition scholarships
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workshops & events in the last 12 months
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life policy benefits paid to members