Insurance Professional

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

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Need a more PREDICTABLE return on your investment?

Place your ā€˜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

Practical Financial Strategies When the Market Isn’t Practical

Financial headlines blare from more sources than ever these days. Whether you get your news from an old transistor radio or TikTok, it’s easy to feel overwhelmed by all the opinions about the economy and the capital markets.Ā 
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Webinar: Funding Strategies for Long-term Care

Watch this informative webinar focused on end-of-life planning, covering the spiritual, medical, and financial aspects.
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Building Financial Confidence for Young Families Through Life Insurance

Starting a family brings joy and many first-time experiences. With every milestone comes new responsibilities. Between busy schedules and big dreams, it’s easy to put off thoughts of doing more to protect your family’s financial future.
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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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