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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.

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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

Nominate an outstanding volunteer you know for our award

The Member Engagement department is thrilled to announce a new opportunity to appreciate someone who is amazing: the Volunteer of the Year Award!
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Celebrity Emcee for March 5th Prize Ceremony is Pro-Football Star Matt Birk

Catholic United Financial is excited to announce that Super Bowl Champion and former Minnesota Vikings center Matt Birk will be joining us as the emcee at our Prize Drawing Ceremony on March 5th
Read More
John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: When do I have to take an RMD?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
Read More
John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Do I need health insurance when I’m retired?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
Read More
John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Will I have enough?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
Read More

Christmas Seasons Greetings from the Home Office

Merry Christmas and Happy New Year from the staff at the Catholic United Financial Home Office.
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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