Get started with a company that transforms profits into purpose

Catholic United Financial, a Trusted Fraternal Life brand > Get started with a company that transforms profits into purpose

What is your situation?

We provide financial services to Catholics from all walks of life.

Young Families

Life insurance can provide income replacement so that your family can continue to live as normally as possible

  • Term Life Insurance to protect your income and mortgage
  • Youth Term Life Insurance that includes scholarship eligibility
  • Permanent Life Insurance for lifelong protection
  • Credit Union for college savings, vehicle loans and more*
  • IRAs and Annuities to save for later in life

Click here to request more information
A real Catholic United family outside of their farm.

Established Families

Life insurance can be customized to your busy lives and changing needs as children move out, or move back in

  • Permanent Life Insurance for life long protection and saving
  • IRAs and Annuities since retirement is down the road
  • Retirement Planning free of charge
  • Auto loans for teen drivers*
  • Home equity loans for improvements or additions

Click here to request more information
A senior couple sitting on a bench by the garden.

Retirees and Seniors

Help secure your retirement income from risk while protecting your assets for future heirs

  • Whole life insurance to pay for end-of-life costs
  • Medicare Supplement Insurance to avoid gaps in medical coverage
  • IRAs and Annuities to safeguard retirement savings
  • Estate planning free of charge
  • Charitable giving to support the Church and charities

Click here to request more information
A young gentleman standing in front of his tractors in their shed.

Singles

You have more mobility than most, but protecting your portfolio and managing finances are still concerns

  • Term life insurance to protect your finances
  • Permanent life insurance to establish security
  • IRAs and Annuities with guaranteed rates
  • Charitable giving plans to good causes
  • Credit Union for vehicle loans and savings

Click here to request more information
A husband and wife reviewing documents with their agent.

Business Owners

Life insurance can pay off business debts, business estate taxes of fund a buy/sell agreement to help a business partner buy out your share

  • Permanent life insurance to protect a business
  • IRAs and Annuities for tax advantages
  • Charitable Giving as a responsible member of the community
  • Retirement Planning for yourself and your employees

Click here to request more information
A husband and wife, wearing jackets, smiling at the camera.

Empty Nesters

With retirement near, securing all you've earned is important

  • Permanent life insurance protects income and assets
  • IRAs and Annuities to consolidate 401(k)s and retirement accounts
  • Retirement planning for the next stage of life
  • Estate planning to reduce taxes and set up plans or trusts

Click here to request more information

Our promise:

Guaranteed Growth for You
Guaranteed Generosity that Honors Your Faith

We reinvest profits back to the Catholic community as grants, scholarships and support

Become a member and become something more

Membership in Catholic United Financial starts after you purchase a product from us. Membership means aligning your finances to your faith, and:

  • Making our grants, scholarships and incentive programs possible
  • Encouraging volunteer work and training
  • Fundraising for Catholic parishes, schools and religious education programs
  • Participating in the business decisions of a company that is member-owned and operated
  • Bringing benefits to your local Catholic community

How do I get started?

Contact your local Sales Representative to have a conversation on the type and amount of life insurance that’s right for your situation. Your local rep can also provide you with a personalized quote.