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INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

2025 Raffle Announcement
Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN

The 2025 Catholic United Financial raffle is here! Tickets will be sold January 20th to March 2nd. Mark your calendars, grab your tickets, and let’s make this Raffle season a success!

Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
Support your local Catholic school!

The 2025 Catholic United Financial raffle is here! Tickets will be sold January 20th to March 2nd. Mark your calendars, grab your tickets, and let’s make this Raffle season a success!

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.

Annual review
It’s time to schedule your annual review.
A new career as an account executive is in your future!
Put an annual review appointment on your calendar
It’s time to schedule your annual review.
Start the new year informed with a review of your policies with Catholic United Financial.
Call us to set up a review today.
Feb Home Buying Webinar
Feb. 18 @ 6:30 pm
Home Buying Webinar

Join this informative webinar about the basics of buying a home, prepping your finances for this major life purchase, and getting pre-qualified for a mortgage. Hosted by Catholic United Financial Credit Union and Servion Mortgage.

Young couple embraced in front of home with porch
Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
Feb. 18 @ 6:30 pm
Home Buying Webinar

Join this informative webinar about the basics of buying a home, prepping your finances for this major life purchase, and getting pre-qualified for a mortgage. Hosted by Catholic United Financial Credit Union and Servion Mortgage.

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Catholic United Financial is a member-owned, not-for-profit financial services organization, 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.

04Feb

Sauk Centre, MN – Estate Planning Basics Workshop

9:00 am - 10:00 amSt. Paul Catholic Church, Sauk Centre
06Feb

Sioux City, IA – Creating a Giving Plan from Life to Legacy Workshop

11:45 am - 12:45 pmImmaculate Conception, Sioux City
13Feb

Almond, WI – Creating a Giving Plan from Life to Legacy Workshop

5:30 pm - 6:30 pmSt. Maximillian Kolbe, Almond WI

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

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

When You Hear Hoofbeats, You Look For Horses, Not Zebras: Bob Heuermann’s Survival Story

Doctors gave Bob Heuermann, Executive Director of Catholic United Financial Foundation, less than a 30 percent chance of survival after his autoimmune disease diagnosis in July.
Read More

Why Corpus Christi Church Joined Catholic United Financial Credit Union: A Model for Parishes and Organizations

When Corpus Christi Church sought a new financial partner, their priority was finding an institution that aligned with their Catholic mission and values. This search led them to Catholic United Financial Credit Union (CUFCU), a mission-driven credit union with a faith-based approach.
Read More

Avoid the Top Four Financial Scams Targeting Senior Adults

Senior adults are often targeted by scammers using tactics like fake prize winnings, fraudulent tech support, fake debt collection, and emergency scams. These schemes aim to steal money and personal information. Stay informed, recognize the warning signs, and take steps to protect yourself and your finances.
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