Union Estate Planning is a leading provider to large labor groups, dedicated to providing members with solutions for both asset protection and wealth creation. Through our network of financial and legal companies, we provide the following services:

• Estate Planning with Living Trusts
• Life Insurance and Return of Premium Life Insurance
• Guaranteed Retirement and Pension Maximization
• Disability Income Protection
• Investing Services and Annuity/401k Rollovers
• Critical Illness Insurance 
• Business Owner Retirement Planning
• Credit Union Services and Payroll Deduction