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

Great Place To Work Certified

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.

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

Oct. 24th Webinar for Women

Understanding Family Security and Life Insurance

This is the latest webinar in our Women and their Finances series. Designed with women in mind, this webinar will help us understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish — beyond paying for a funeral.

Woman holding ipad with webinar notice

Oct. 24th Webinar for Women

Understanding Family Security and Life Insurance

This is the latest webinar in our Women and their Finances series. Designed with women in mind, this webinar will help us understand life insurance, how it specifically relates to the financial lives of women, and what life insurance can accomplish — beyond paying for a funeral.

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.

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…

News from Catholic United

Secure Act 2.0: What you need to know

Secure Act 2.0: What you need to know

Important things you need to know about this law new to 2023
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Catholic United Financial announces Renee Brod as new Lead Director and a webinar series focused on women and finances

Brod is the second woman to be appointed as Lead Director on the Catholic United Financial Board of Directors.
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The 2023 Catholic United Financial Raffle is revealed! More than $1.3 million raised for Catholic schools.

Million-dollar streak 10 years strong in support of Catholic schools

Since 2009, the Catholic United Financial Raffle has been one of the most effective and impactful fundraisers for Catholic education in the Upper Midwest.
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Know Your Financial Numbers

Knowing these four simple stats can help your financial footing.
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Expanding the Impact: Engagement Programs Opening to More People

Learn how we're helping reach more people with our Member Engagement programs.
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Economic Forecast 2023: Trends to Watch

Watch for these key economic trends and topics in 2023.
Read More
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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
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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