Unity Financial Life Insurance

At Unity Financial, we believe that every person has a legacy worth protecting. For over 50 years, we have been dedicated to helping families and individuals plan for their future, protect their assets, and ensure a seamless transition for their loved ones. Our company was founded in 1964 as Unity Life Insurance Company, and since then, we have grown to become a trusted partner for families and individuals seeking to plan for their tomorrow.

Our Mission

Our mission is to empower individuals and families to take control of their financial futures, protect their assets, and preserve their legacies. We believe that every person has a unique story, and every family has a unique set of needs. That's why we take a personalized approach to every client, working closely with them to understand their goals, values, and aspirations.

Our Offerings

At Unity Financial, we offer a range of products and services designed to help you protect your legacy, including:

Irrevocable Funeral Trust

An Irrevocable Funeral Trust is a trust that allows you to set aside funds for your funeral expenses while preserving your eligibility for Medicaid. Our Irrevocable Funeral Trust provides a flexible and tax-efficient way to fund your final expenses, while also protecting your assets from the Medicaid spend-down process.

Pre-Need Funeral Insurance

Our Pre-Need Funeral Insurance policy is designed to relieve the emotional and financial burden on your loved ones by funding your pre-arranged funeral expenses. Our policy provides a comprehensive end-of-life plan, ensuring that your final expenses are covered and your family is spared from any financial distress.

Single Premium Immediate Annuity (SPIA)

Our Single Premium Immediate Annuity (SPIA) is a fixed-income annuity that provides a guaranteed income stream for life. Our SPIA is designed to help you qualify for Medicaid while preserving your retirement income and ensuring that you have the financial resources to cover your final expenses.

Why Choose Unity Financial?

At Unity Financial, we pride ourselves on our commitment to exceptional customer service, personalized guidance, and expert advice. Our team of dedicated professionals is always available to answer your questions, address your concerns, and help you achieve your goals.

Our History

Unity Financial has a rich history of serving families and individuals for over 50 years. Our company was founded in 1964 and has since grown to become a trusted partner for families and individuals seeking to plan for their tomorrow.

Our Values

At Unity Financial, we are guided by a set of core values that shape our approach to business and our relationships with our clients. These values include:

• Integrity: We operate with the highest level of integrity, ensuring that our clients trust us with their financial futures.
• Passion: We are passionate about helping our clients achieve their goals and protect their legacies.
• Empathy: We understand the emotional and financial challenges that come with planning for the future and are always available to offer support and guidance.
• Excellence: We strive for excellence in everything we do, ensuring that our clients receive the highest level of service and expertise.

Contact Us

If you have any questions or need more information about our products and services, please don't hesitate to contact us. We are always here to help you plan for your tomorrow and protect your legacy.