Trusted Fraternal Life to Merge with Catholic United Financial

September 26, 2024

Trusted Fraternal Life announced that delegates for Catholic United Financial voted in favor of a merger, a required step to proceed to regulatory approval. The merger is expected to take effect January 1, 2025, pending approvals, creating an organization with nearly $3 billion in assets and over 215,000 members.

Buyers
Trusted Fraternal Life
Targets
Catholic United Financial
Location
Wisconsin, United States
Transaction Type
Buyout

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