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Get Informed

Catholic United is ready to help people at
different stages achieve their financial goals.


My Life Stage

Life Insurance

Term Life
Youth Term Life
Universal Life
ULT Combo Life
Charitable Life
Whole Life

Other Insurance

Long Term Care Insurance
(sold through our LLC partnership)

Why do I need life insurance?

Life insurance is about love. A life insurance policy guarantees
that the most important people to you will be provided for if you
are no longer there.


Life insurance:

  • protects your way of life
  • can replace lost income when a loved one passes
  • can be the foundation of a family financial plan
  • More...

When do life insurance needs change?

  • Family change such as birth, death or divorce
  • A change of employment or career
  • After a major purchase, like buying a home or business
  • A child moving out or going off to college

What else can life insurance do for me?

  • help pay for your final expenses
  • protect your assets
  • make a charitable gift
  • build wealth and save on taxes

Life Insurance Calculator

Estimate how much life insurance you need



Life Insurance Calculator


Unite and Grow with us

We can help you create a financial plan that reflects
your Catholic values.


Download a sample of our Unite and Grow Factfinder
to see how we can help you organize your assets
and get a better sense of your overall financial picture.


Your retirement

Our annuities and IRAs can complement
your existing retirement plan

Financial ideas to complement
your existing plan

  • Is your budget tight, but you still need to care
    for loved ones?
  • Want the best of both worlds -- insurance protection
    and income growth?
  • Worried about missing out on higher rates by
    locking into CDs or money market funds?
  • Want to make a loving financial gift, but retain
    some control?

Read our answers to these questions

Upcoming Seminars

Edgar, WI - 10/17/17 - St. John the Baptist

New Richmond, WI - 10/17/17 - Immaculate Conception

Delano, MN - 10/21/17 - St. Maximilian Kolbe

Anoka, MN - 10/26/17 - St. Stephen's

Buffalo, MN - 10/27/17 - St. Francis Xavier

Warren, MN - 10/30/17 - Ss. Peter and Paul

Hallock, MN - 10/30/17 - St. Patrick's



Catholic United Financial exists to support the Roman Catholic Church in extending the Faith, especially by commending and encouraging Catholic schools and religious education


Read about our commitment to this mission

Watch video

Find your local volunteer leader by zip code

Community Engagement

Catholic United has service and fundraising programs that appeal to volunteers seeking different levels of commitment, from one hour of casual service on a weekend, to leading a local volunteer group. Learn more about transforming profits into purpose:

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Your Account

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Create an online account to view your
product information

View and download forms needed
to manage your accounts and products


Visit the Member Center

for more details and links

Start your claim

Our Claims Department is ready
to assist you with the claims process.


Click here to report a death or to connect
to information on how to start a claim.


See a list of
Upcoming Events

Giving to Catholic dioceses in the Upper Midwest

Click on the map to see how much we've given to your diocese

As a member, you will have the ability
to multiply your generosity

Generosity is a virtue, and we at Catholic United Financial help our members multiply their generous gifts into something even greater.


Practicing Generosity

As a company, we're committed to giving back to the Catholic community. Partner with us and see your own generosity grow.



In our complicated and fast-paced lives, it is often difficult to believe that we, individually, have the power to deeply affect the world around us. However, we can have a profound effect by working together.


Catholic United Financial Foundation was founded in December of 1997 by to provide members of Catholic United Financial with faith-honoring options for their charitable giving.


Giving Opportunities


The Foundation partners with donors in four specific programs.

1. Priority Fund

Catholic Education Priority Fund  The Foundation’s main fund supplies dollars to our grant-making efforts to Catholic schools in the Upper Midwest, specifically in the areas of education technology and chastity and abstinence education. One hundred percent of every dollar donated to the fund is used for grants to the Catholic community.

2. Catholic United Response

Our disaster recovery project is designed to provide assistance with emergency supplies for personal hygiene, cleanup, comfort and supplies for those victims whose homes have been destroyed. When communities are ready for cleanup and rebuilding, we will be there with equipment and tools necessary to help with recovery. Click here to read more.

3. Schuler Seminarian Fund

The Monsignor Schuler Seminarian Fund provides grants to seminarians to help them with their everyday expenses as they serve and study for the priesthood. Since it is nearly impossible for seminarians to earn an income while in school, a grant from the Fund may provide much needed financial support to the future leaders of our faith.

4. Charitable Giving

Catholic United Financial Foundation allows you to take advantage of the tax savings available through charitable giving while, more importantly, you continue to support the Catholic Church. Today, everyone should consider the benefits of an estate plan, and planned charitable giving is an essential part of any estate plan. Using the resources provided by Catholic United, the Foundation can help you plan for your future and support the Church at the same time.


Donor Advised Funds 

Donors can remain involved in the decisions made regarding the use of the proceeds from their gift, or they can state a standing purpose for the fund. Read more about Donor Advised Funds.


Donor Restricted Funds 

Donors identify a specific area of concern to be addressed with the proceeds from their donation. A written agreement details the criteria to be used by the Foundation for the distribution of the fund’s proceeds.