Our Mission
We financially protect and connect members in faith and joyful service at every step of life’s journey. Our Vision
All people are financially secure, faith-filled, and engaged in their communities. Our Purpose
Catholic United Financial is a member-owned not-for-profit financial services company, connecting people of faith, protecting their future and generously impacting parishes, scho
ols and communities. As a fraternal life insurance company, Catholic United Financial has a special purpose -- recognized by the federal government with tax-exempt status. We provide our members with excellent insurance and financial products and we return our profits to our Catholic communities in the forms of grants, scholarships and assistance. According to the American Fraternal Alliance, fraternal benefit societies like Catholic United Financial provide billions of dollars back to the American public in the form of volunteer hours, grants and scholarships. If you have a specific question about a policy or product you own, please call or email me directly. Do not leave private information in a comment or post it on my page, as it is available to the public. To reach the Catholic United Financial Home Office, please call (1-800-568-6670) or email ([email protected]). Main contributors to the content of this page are the representative named in the page title, and Catholic United Financial Home Office staff. User-generated content posted to any area of this page that does not align with my company mission or my own selected criteria will be edited or removed.
©2022 Catholic United Financial. Catholic United Financial is not licensed in all states. Nothing contained herein should be construed as a solicitation for insurance, financial products or annuity products in any state in which Catholic United Financial is not licensed. Catholic United Financial is licensed to sell insurance in Minnesota, Wisconsin, Iowa, North Dakota, and South Dakota. Catholic United Financial is not permitted to give tax or legal advice. The information given is based on our understanding and interpretation of laws and regulations currently in effect. You may wish to consult your personal tax or legal advisor with questions about your specific situation.
