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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.

  

 

 

Welcome to the Union Estate Planning website.

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 supplemental pension options, estate planning contracts, self directed retirement annuities, insurance products, asset preservation financial services, and critical illness protection.

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

 

For immediate information contact us at 1.877.355.9080

Proudly serving Arizona, California, Colorado and Nevada