Insurance Professional

Dedicated. Local. Loyal. Trained. Flexible. Catholic.

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Need a more PREDICTABLE return on your investment?

Place your ‘Safe’ money with Catholic company that has a 140-year-old track record of people helping people. Consider a Single Premium Annuity for safe, controlled, predictable growth.

Upcoming Workshops

Learn estate planning, retirement saving, final expense planning and more from a Catholic perspective.

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Faith-Fueled Financial Cooperative

Transforming profits into purpose to promote for and care for our extended catholic family

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Learn with us

FINANCIAL EDUCATION WITH A CATHOLIC FOCUS
Rhonda found she lacked life insurance coverage. Final Expense Whole Life Insurance helped her plan ahead.

Final Expense Life Insurance – It’s About Peace of Mind

When is a good time to consider final expense life insurance? After her retirement, Rhonda decided to review her options and find out.
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A Final Hug From Mom and Dad

What began as a simple financial review turned into something deeply meaningful for one family—and a powerful reminder of how Catholic United Financial cares for our members.
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Webinar: Preparing for End of Life with Purpose and Peace of Mind

Watch this informative webinar focused on end-of-life planning, covering the spiritual, medical, and financial aspects.
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Missed the Boat Theatre is a non-profit theatre company in St. Paul, Minnesota presents The Matchmaker as their summer mainstage production.

Members invited to theater performance in St. Paul

Catholic United Financial members can enjoy discounted tickets for a performance of "The Matchmaker" June 19-28
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Understanding Your Social security Benefits Webinar

Webinar: Understanding Your Social Security Benefits 2025

One of the most important decisions to make before you retire is when to claim Social Security benefits. Watch this webinar to learn more.
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The Way of the Shepherd Catholic Montessori School Celebrates Raffle Success and Grand Prize Winner

A wave of excitement and joy swept through The Way of the Shepherd Catholic Montessori School on April 23 as students, staff and the grand prize winner came together to celebrate their success in the 2025 Catholic United Financial Raffle. With smiles as wide as the giant prize check, the celebration kicked off as multiple...
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