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Merger Announcement
Catholic United Financial announces intent to merge with Trusted Fraternal Life
Executives from Catholic United Financial and Trusted Fraternal Life stand on the steps of Church of the Assumption in Saint Paul, Minn., the site where Catholic Untied Financial was founded in 1878.
146-year-old insurer would retain identity and commitment to Catholic mission within new fraternal “family of brands”
July 10, 2024
Catholic United Financial announces intent to merge with Trusted Fraternal Life

146-year-old insurer would retain identity and commitment to Catholic mission within new fraternal “family of brands”

Executives from Catholic United Financial and Trusted Fraternal Life stand on the steps of Church of the Assumption in Saint Paul, Minn., the site where Catholic Untied Financial was founded in 1878.
July 30 Webinar Promo
WEBINAR:
Funding Strategies for
Long-term Care
Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial
July 30, 10 AM • Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build.
Webinar • July 30th at 10 am
Funding Strategies for
Long-term Care

Attend this educational workshop to learn how a long-term care funding plan can help protect the estate you’ve worked a lifetime to build. Our workshop speakers will share how to avoid an asset-depleting “spend down,” and explain four options of funding a long-term care plan.

Funding Strategies for Long-term Care. A FREE webinar for everyone sponsored by Catholic United Financial
Triennial Promo
Triennial Conference Coming in September

The 2024 Triennial Conference will be held Sept. 13-14 in Bloomington, MN. Looking forward to seeing our delegates and members there!

2024 Triennial Conference Logo
2024 Triennial Conference Logo
Registration Now Open

Volunteer Team and Council officers can register newly elected delegates now through June 30. The Triennial Conference will be held Sept. 13-14 in Bloomington, MN.

Scholarship Promo
Congratulations
Scholarship Recipients
Watch a financial education webinar on demand
Catholic United Financial has awarded more than 180 scholarships to members headed to college, job skills training and diploma programs in the fall of 2024.
Congratulations 2024-2025
Scholarship Recipients
Catholic United Financial has awarded more than 180 scholarships to members headed to college, job skills training and diploma programs in the fall of 2024.
watch a financial education webinar on demand
Webinars Promo
Financial webinars available
on your schedule
Watch a financial education webinar on demand
Relevant topics, expert speakers, practice advice, available when you are
Webinars on Demand
Financial education available
on your schedule
watch a financial education webinar on demand
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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.

Great Place To Work Certified
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

Upcoming Workshops & Webinars

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

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.
Read More
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.
Read More
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
Read More
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!
Read More
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.
Read More
A QCD is a great way to transfer funds tax-free to charity

Use this creative alternative to increase your charity and gain potential tax advantages

Life-changing tax reforms have come, and it’s time to use them to the advantage of yourself and your favorite charity.
Read More
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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.

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