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Earn up to a 10% Deposit Bonus on your IRA/Annuity Transfer...

Call us for Rollover details at 1.877.355.9080

Requires $50,000.00 minimum deposit.

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

We are an Official Financial Partner of the Electrical Federal Credit Union.

We are proud to offer ING and Midland Annuity Products.

Click here to view a short video on Safe Money Strategies.

Proud to be Union! We are members of OPEIU Local 29.

We are proud supporters of the Alfred Zampa Memorial Bridge Foundation.