Confidently plan for your future, your final expenses, or your Medicaid eligibility. Our designed-to-be Medicaid-compliant SPIA products, funeral trust and pre-need offerings are here to protect your legacy. From pre-need funeral insurance, Medicaid compliant Single Premium Immediate Annuities ("SPIA") or the Irrevocable Funeral Trust, we'll help protect your legacy on your terms.

Contact us today to start planning. Working with Unity Financial provides us with a competitive edge. Their simple solutions and easy access allow us to focus on what really matters with our business.

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About Report

We believe that every person has a legacy worth protecting. Even with the best plan, life is an onslaught of complex problems, nuanced conditions and remarkable surprises. But we go forward anyway, for ourselves and the ones we love. That's what legacy is -an encapsulation of the love we gave. We believe you deserve to control that, to empower it and to protect it.

Offerings Report

Take control of your savings, protect your assets and plan for your final expenses with an Irrevocable Funeral Trust that allows you to qualify for Medicaid without penalty. See how an irrevocable funeral trust can help you plan ahead and secure your remaining savings.

Irrevocable Funeral Trust Report

Planning ahead for your final expenses ensures that the money your family needs for your funeral will be there when they need it most. Expect us to work closely with your insurance agent or elder care attorney. Together, we'll work through the details to help your insurance agent or financial planner purchase and assign a life insurance policy to the Unity Financial Irrevocable Funeral Trust.

Pre-Need Report

Relieve the financial and emotional pressure on your family that comes along with funeral arrangements. Plan ahead for your funeral expenses with a pre-need insurance policy, sometimes called burial or funeral insurance. We'll work closely with you and an independent Funeral Director or Pre-arrangement Counselor to help you purchase an insurance policy with a payment plan to fit any budget.

John D.

Jan 31, 2021

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They did not respond to my emails in a timely manner. Payment processing for life insurance policy was very slow. Death and funeral occurred in August, but the policy was not paid until 7 months later in March, at least I was told that a check was sent in March.

Jose Guajardo

Dec 10, 2020

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Website does not provide enough information on your account payment history.

Judy Coudrain

Mar 25, 2020

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They have a great payment plan for end of life services. They have a pleasent and professional staff.

Larry Duncan

Jun 26, 2019

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I HAD LIFE INS WITH UNITY FOR SEVERAL YEARS. AND NOW WHEN I HEAR FROM THEM I HAVE TO BE REINSTATED THIS HAS HAPPENED 3 OR 4 TIMES IT COST ME EACH TIME THIS. TIME THEY WANT ME T P BORROW 400 DOLLARS AT 8% FROM INTEREST ONMY MONEY/

Unity Financial Life Insurance