Protecting Your
Legacy Since 1964.
Legacy Since 1964.
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.
See Our Offerings
New Look, Same
Exceptional Service
Exceptional Service
As your financial partner, we are dedicated to
finding personalized solutions, helping you achieve your goals and protecting your legacy. We have updated and modernized our brand to reflect our continued commitment to you.
We Believe that Every Person has a Profound Legacy Worth Protecting.
Prepare for Your Tomorrow
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.
Questions? We are here every step of the way
We take pride in our exceptional policyholder experience and service. That’s why we put every resource we have behind you and your needs. If you have a question about your policy, you can call us directly at 877-523-3231. Someone will be waiting on the other end of the line to help you.
What Others Say
See what our customers are saying about our services.
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.
Superior and prompt service! The kind of service that keeps the customer first in mind!
I have been with Unity Financial for over 17 years. I love that we can pick up the phone, call any department, and receive prompt and friendly service.
Simplifying Your Path
Our people work tirelessly to wade through the complexity and find the best path that honors what you spent a lifetime building.
A Trusted Partner
We work with funeral directors, financial advisors, elder lawcare attorneys and more. Let’s work together.