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:
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Estate Planning with Living Trusts
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Life Insurance and Return of Premium Life Insurance
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Guaranteed Retirement and Pension Maximization
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Disability Income Protection
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Investing Services and Annuity/401k Rollovers
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Critical Illness Insurance
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Business Owner Retirement Planning
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Credit Union Services and Payroll Deduction
We are proud to offer ING and Midland Annuity Products.