Protection for your way of life, the foundation of your financial plan, the safety net for your family, a loving gift
Guaranteed income for retirement, free of stock market risk and service fees
Individual Retirement Annuities with tax advantages and guaranteed protection for income you can’t outlive
Alleviate health concerns and costs later in life with these two types of helpful coverage
Protect your assets and know your wishes and Catholic faith will be honored after your passing
We can show you ways to extend your modest gift into a generous, beneficial legacy through charitable planning
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.
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
All people are financially secure, faith-filled, and engaged in their communities.
