INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

2025 Raffle Announcement
Catholic United Financial Raffle logo
Grand Prize Ceremony

Join us on March 27th at 11 a.m. for our live Grand Prize Ceremony. We will celebrate fundraising success, highlight hard work and give away a brand new car, plus more prizes!

Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
Grand Prize Ceremony

Join us on March 27th at 11 a.m. for our live Grand Prize Ceremony. We will celebrate fundraising success, highlight hard work and give away a brand new car, plus more prizes!

Webinar
April 16 @ 10 a.m.
Understanding Your
Social Security Benefits

Catholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar

Keys to Financial Well-Being for Your Aging Parents
Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
April 16 @ 10 a.m.
Understanding Your
Social Security Benefits

Catholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar.

Family of Brands Jan 2 2025
Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.

With this approval, Catholic United Financial has officially become a brand of Trusted Fraternal Life. Additional brands include Catholic Financial Life, Degree of Honor and Woman’s Life.

Trusted Fraternal Life Family of Brands Logos
Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands
Trusted Fraternal Life Family of Brands Logos

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.

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Catholic United Financial is a Trusted Fraternal Lifeâ„¢ brand, member-owned, not-for-profit, and 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 present financial topics in an easy-to-follow format, explained by knowledgeable speakers and held at a location near you.

25Mar

New Ulm, MN – Planning for End of Life Workshop

11:00 am - 12:00 pmCathedral of the Holy Trinity, New Ulm
25Mar

New Ulm, MN – Planning for End of Life Workshop

6:30 pm - 7:30 pmChurch of St. Mary
26Mar

Edgar, WI – Keys to Financial Well-Being for Your Aging Parents

6:30 pm - 7:30 pmSt. John the Baptist, Edgar

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

Keys to Financial Well-Being for Your Aging Parents

Webinar: Financial Well-Being for Your Aging Parents

Adult children know that their parents might be facing age-related financial challenges. This workshop educates on how to take compassionate and forward-thinking action on issues facing elderly parents.
Read More

Event draws big crowd to support member family

On Dec. 10, 2024, the community of Adams, Minn., came together to support Andrew and Tonya Schmitz in a big way.
Read More

Get to know our new MYGA

Multi-Year Guaranteed Annuities, or MYGAs, are the latest product now available from Catholic United Financial, and our members are asking good questions about it.
Read More
Survey finds adulthood tied to financial responsibility

Is adulthood more challenging today than it was 30 years ago?

There’s a milestone happening in 2025 that you might not be aware of. The youngest generation of adults – Gen Z—is reaching the age of 27. A recent study found that they are only now starting to think of themselves as truly entering adulthood. So, how do we as a culture define adulthood?
Read More

Catholic United Financial Raffle begins Jan. 20 for 72 Catholic K-8 schools 

At Catholic United Financial, we believe that connection is a key to growth. We lead one of the most impactful fundraisers for Catholic schools in the Upper Midwest--our annual Catholic United Financial Raffle. Since 2009, this program has raised more than $15 million for Catholic education. 
Read More
Trusted Fraternal Life Family of Brands

Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.
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