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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.

GPTW 2024 Promo
We are a Great Place To WorkTM
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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.

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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.

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

Economic Forecast 2023: Trends to Watch

Watch for these key economic trends and topics in 2023.
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It's time to think about your IRA contribution maximums

Important tax time reminder

This is a reminder that you still have time to maximize your 2022 IRA contributions, even though it's 2023.
Read More
Catholic United Financial celebrates 145 years of operation on Jan, 8th, 2023 and we look forward to many successful years to come.

Congratulations to us on 145 years of operation

Catholic United Financial celebrates 145 years of operation on Jan, 8th, 2023 and we look forward to many successful years to come.
Read More

The Sky’s the Limit! Reaching New Heights for the 2023 Catholic United Financial Raffle

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

Legacy Killer: Could This Situation Undermine Your Estate?

If you are one of the 30 percent of Americans who have a will in place, you’re on the right track with your estate plan.
Read More

Catholic United Financial Credit Union Appoints New Leadership

Catholic United Financial Credit Union (CUFCU) announced a new president.
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