Unity Financial Surpasses $500 Million in Assets

Cincinnati, OH. – January 24, 2025 – Unity Financial Life Insurance Company (“UFL”), a leading provider of Medicaid-compliant insurance and annuity products, announced that it had surpassed $500 million in assets during the month of December. Although final year end results will not be posted until March of 2025, the company was certain the milestone had been reached before the end of the year.

The previously reported asset total, from September of 2024, was almost $488 million, and management could see that assets were growing by approximately $5 million per month. Unity Financial President, Jay Hardy, said “the success of our annuity line and strong performance of our investment portfolio both contributed to the asset growth in the fourth quarter.  Unity Financial foresees more good results ahead, and we are looking forward to reaching even more impressive milestones in 2025.”

Unity Financial Life Insurance Company is a national leader in Medicaid-compliant insurance and annuity products. The company offers a range of financial solutions designed to be exempt assets during the Medicaid application process. These include Medicaid-compliant annuities (Single Premium Immediate Annuities) and whole life insurance products specifically created to fund funeral expenses, either through direct assignment to funeral homes or through the Unity Financial Irrevocable Funeral Trust. These products help Medicaid applicants maximize their legal benefits when applying for Medicaid.

Domiciled in Ohio, Unity Financial is licensed to operate in 48 states and the District of Columbia. To learn more, visit www.uflife.com or call (877) 523 3231.