Earn up to a 10%  Deposit Bonus on your IRA/Annuity Transfer...
 Call us for Rollover details at 1-877-355-9080 
 
 
Union Estate Planning is a leading provider to individuals and 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 Options
  • Guaranteed Retirement Income
  • Spousal Pension Maximization
  • Disability Income Protection
  • Investing Services and Annuity/401k Rollovers
  • Critical Illness Insurance 
  • Credit Union Services and Payroll Deduction
  • Group Life Insurance

 

 

  
We are an Official Financial Partner of the Electrical Federal Credit Union.
 
 
     
 
     
 
 
We are proud to offer ING, Midland National and American Equity Annuity Products.
 
 
 
Proud to be Union! We are members of OPEIU Local 29.
 
 
 
 We are proud supporters of the Alfred Zampa Memorial Bridge Foundation.