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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.
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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.

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
25Feb

Delano, MN – Planning for End of Life Workshop

7:15 pm - 8:15 pmSt. Mary of Czestochowa

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

Financial Scams Targeting Older Adults and How To Avoid Them

Webinar: Financial Scams Targeting Older Adults and How to Avoid Them

Watch this webinar to learn to identify these common online and phone scams and to avoid becoming a victim.
Read More

Expand Your Legacy: The Benefits of Giving Through a Qualified Charitable Distribution

The end of the year is fast approaching, and with it comes the deadline to take advantage of current tax benefits. To ensure that your gift counts for 2024, it must be funded by December 31, 2024. With political changes looming and the uncertainty of future tax legislation, now is the time to act. Don’t...
Read More
Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN

Catholic United Financial to merge with Trusted Fraternal Life

Delegates ratified Catholic United Financial’s merger with Trusted Fraternal Life, a Milwaukee-based fraternal life insurance organization formerly known as Catholic Financial Life. If approved by Minnesota and Wisconsin regulators, the merger will take effect on Jan. 1, 2025.
Read More

Nate Kavanaugh Receives $2,000 Grant from Catholic United Financial  

At Catholic United Financial, we have a long history of supporting future Catholic leaders. On August 22, 2024, we had the privilege of putting these values into action as we awarded a $2,000 grant to one of those future leaders, Nathan Kavanaugh. Kavanaugh is a 21-year-old from Coon Rapids, MN and is beginning his freshman...
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You are looking for steady and guaranteed growth, but the rate chase between annuities, CDs, and money market accounts is getting tiresome. End the rate chase.

End the endless rate chase

You are looking for steady and guaranteed growth, but the rate chase between annuities, CDs, and money market accounts is getting tiresome. And that doesn’t even include the tax mess you might find yourself in.
Read More

Why should I review my life insurance policy?

Life is full of changes, and your life insurance policy should reflect those changes. Regularly reviewing your life insurance is essential to confirm that it continues to meet your needs and those of your loved ones.  
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