fbpx

INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

Merger vote announced
Catholic United Financial to join Trusted Fraternal Life family of brands

Delegates ratified Catholic United Financial’s merger with Trusted Fraternal Life, a Milwaukee-based fraternal life insurance organization formerly known as Catholic Financial Life. If approved by Minnesota and Wisconsin regulators, the merger will take effect on Jan. 1, 2025.

Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN

Above: President and CEO Michael Ahles addresses Delegates during the business session at the 2024 Catholic United Financial Triennial Conference, held Sept. 13-14 in Bloomington, Minn. The Delegates voted in favor of the merger proposal at that session.

Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
Catholic United Financial to join Trusted Fraternal Life family of brands

Delegates ratified Catholic United Financial’s merger with Trusted Fraternal Life, a Milwaukee-based fraternal life insurance organization formerly known as Catholic Financial Life.

Oct 24th promo
Oct. 24th • 10:30 am
Financial Scams Targeting Older Adults and How To Avoid Them
Taking appropriate measures can help protect you and your loved ones from falling victim to common schemes perpetrated by criminals. Learn to identify these scams before you become a victim of the scammers at this webinar with Catholic United Financial Credit Union President Andrea Ferkingstad.

Webinar • Oct. 24th • 10:30 am

Financial Scams Targeting Older Adults and How to Avoid Them
Taking appropriate measures can help protect you and your loved ones from falling victim to common schemes perpetrated by criminals. Learn to identify these scams before you become a victim of the scammers at this webinar with Catholic United Financial Credit Union President Andrea Ferkingstad.
Financial Scams Targeting Older Adults and How To Avoid Them
GPTW 2024 Promo
We are a Great Place To WorkTM
GPTW banner 2024
Great Place To Work™ is a highly sought-after employer-of-choice certification, awarded entirely based on employees’ positive opinions of their workplace as reported in an anonymous statement survey. According to that survey of our employees, Catholic United Financial ranked 19 percent higher than the national average ranking of workplaces.
We are a
Great Place To WorkTM

Great Place To Work™ is a highly sought-after employer-of-choice certification, awarded entirely based on employees’ positive opinions of their workplace as reported in an anonymous statement survey. According to that survey of our employees, Catholic United Financial ranked 19 percent higher than the national average ranking of workplaces.

GPTW banner 2024
previous arrowprevious arrow
next arrownext arrow

Catholic United Financial is a member-owned, not-for-profit financial services organization, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

umbrella.

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

annuities

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

Piggy Bank

Individual Retirement Annuities with tax advantages and guaranteed protection for income you can’t outlive

Two bandaids.

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

Pen and Paper

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

Gift Box

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

Workshops & Webinars

Our workshops and webinars 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.

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: $12 million
Giving to the Archdiocese of St. Paul and Minneapolis: $9 million
Giving to the Diocese of New Ulm: $7.7 million

See where else we’ve given…

News from Catholic United

Catholic United Financial Home Office sign

Catholic United Financial certified Great Place to Work second year in a row

Catholic United Financial is certified as a Great Place To Work for the second year in a row.
Read More
An exciting announcement for our future

Catholic United Financial announces intent to merge with Trusted Fraternal Life

Catholic United Financial announced that its Board of Directors has voted unanimously to recommend its merger with Trusted Fraternal Life.
Read More

Catholic United Financial commissions local performer to create original show for Conference

Are you ready to attend a world premiere as part of our Triennial Conference in September? Catholic United Financial has commissioned artist Jeromy Darling to write and perform an original work as part of the Friday evening entertainment for this year’s Triennial Conference.
Read More

Reintroducing: Nate Lamusga, Director of Relationship Management

My newly expanded leadership role at Catholic United Financial is to meet and have collaborative conversations with Catholic leaders to find mutually beneficial ways for Catholic United Financial and parishes to work together. We want to support the vision leaders have for their communities, aligned with our vision that all people be financially secure, faith-filled,...
Read More

Set Up For Success: Raffle program helping schools improve in multiple ways

School leaders and Raffle Coordinators told us the impact of the Raffle continues and the excitement it generates year after year is still going strong.
Read More

See you at the 2024 Triennial Conference

Mark your calendars for our upcoming Triennial Business Meeting and Leadership Conference in September 2024.
Read More
1 2 3 4 24

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.

Our Vision Statement

All people are financially secure, faith-filled, and engaged in their 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
0
in grants to Catholic religious education
0
in post-high school tuition scholarships
0
workshops & events in the last 12 months
0
life policy benefits paid to members