Easier to navigate, faster, more responsive and more secure than ever. Welcome to Catholic United Financial’s new home on the web.

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.

Upcoming Workshops

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

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.

Learn with us

Financial education with a Catholic focus
Gather4Good volunteers assemble kits on May 6th in Medford, WI.

Gather4Good: If we can do more, we should

The 2018 Gather4Good goal is to pack 8,000 personal care kits in a single year, which will be a record for the program if volunteers can make it happen. So far, 2,000 kits have been packed with 6,000 to go.
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a path winding through a fantasy-like forest setting

Estate planning doesn’t have to be a fairy tale

Unlike fictions and fairy tales, I would like to tell a TRUE story that is quite common among those we assist with their estate planning. Although this story has somewhat of a sad ending, it reflects the courage and persistence needed to make sure things are in order when life takes a turn.
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Male college graduate with parents. Shutterstock

Think outside the gift box – Giving a Roth IRA to a graduate

How do I give the gift of a Roth IRA? Here are six points you should consider before giving such a gift.
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Master Sergeant Michael C. Fastner reports for duty aboard the USNS General Daniel I. Sultan in Seattle, Wash. He would not be on U.S. soil again for 61 years

A long-awaited return: The story of Sergeant Michael C. Fastner

An American solider is brought home after 60 years. This story was originally published in the Nov/Dec edition of Our Catholic Journey magazine and reprinted here in honor of Memorial Day, May 28, 2018.
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Summer cartoon guy reclining

Five ideas for spring cleaning your finances

The spring season is slipping by. Get the hard work of spring financial cleaning done now to free your summer of financial worries.
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Home Office staff on a mission to run

Catholic United Financial was proud to partner with Abria Pregnancy Resources Center of St. Paul by supporting their Family Fun Run/Walk & 5K on Mother’s Day weekend.
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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