General Info

Union Estate Planning is the 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, life and disability insurance products, asset preservation financial services and critical illness protection. Our responsiveness to the constantly changing requirements of the industry helps us maintain our reputation as a leading provider. Over the years, Union Estate Planning has grown into one of the industries top providers to union members. We could not have done that without your ongoing business and support. Our programs stress practical applications, the most current industry standards, minimal time, plus methods of building estate plan success. The outcome is improved productivity and greater knowledge for both the member and the organization. Your experience and satisfaction with Union Estate Planning is vital to our success and future growth.