Final Expense
Reduce the financial burden your family may face for funeral and end-of-life expenses.
Licensed virtual consultations
Financial Protection and Retirement Planning — 100% Online
Union Financial helps families and business owners protect what matters most, prepare for retirement, and build long-term financial confidence through secure virtual consultations.
Virtual Consultation
Licensed in 7 States
Direct Agent Support
Where we serve
Licensed to serve clients across multiple states.
Florida
Texas
Arizona
New Jersey
Pennsylvania
Tennessee
Virginia
Solutions
Protection and retirement strategies built around your goals.
Explore straightforward protection and retirement solutions designed to help protect your family, income, home, and long-term financial goals.
Life Insurance
Help protect your family’s income, home, and future if the unexpected happens.
Learn more →Retirement Planning
Create a clearer plan for income, protection, and tax-aware retirement goals.
Learn more →Indexed Universal Life
Explore flexible life insurance with cash value potential and tax-advantaged access when properly structured.
Learn more →Mortgage Protection
Create a backup plan to help your loved ones keep the home if life changes suddenly.
Learn more →Business Protection
Protect owners, key people, buy-sell agreements, and long-term continuity plans.
Real-life planning moments
Protection for every stage of life.
From young families buying their first home to retirees protecting income and legacy, Union Financial is built to make insurance and retirement conversations feel simple and human.
Families
Protect income, children, and the home.
Retirement
Prepare for future income and long-term confidence.
Homeowners
Create a backup plan for the mortgage.
About Union Financial
Licensed guidance with a simple, personal virtual experience.
Union Financial helps individuals, families, and business owners understand insurance and retirement options through convenient virtual consultations and clear, one-on-one guidance.
- Licensed guidance
Work with a licensed insurance professional serving your state and focused on helping you understand your options. - Convenient virtual process
Meet by phone or video, review your needs, and complete the process without unnecessary travel. - Clear comparisons
Compare available coverage and product options based on your goals, budget, state, and eligibility.
What you can expect
7Licensed states
1:1Personal guidance
OnlineVirtual consultation
ChoiceMultiple carrier options
Simple process
How working with Union Financial works online.
Schedule
Choose a time for a free virtual consultation.
Review
Discuss your goals, family needs, budget, and timeline.
Compare
Review strategy options from licensed professionals.
Apply
Move forward electronically when you are ready.
Stay connected
Insurance education and support beyond the consultation.
Follow Union Financial for educational content, updates, and practical information that can help you make more informed insurance and retirement decisions.
Credibility you can verify
Licensed in 7 statesFlorida, Texas, Arizona, New Jersey, Pennsylvania, Tennessee, and Virginia.
Direct agency contact833-695-5965 · info@theunionfinancial.com
Virtual consultation processMeet remotely, review options, and complete next steps electronically when appropriate.
Product-specific disclosuresAvailability, pricing, benefits, and approval depend on carrier, product, state, and underwriting.
Questions
Common questions before a consultation.
Do I need to meet in person?
No. Union Financial is designed for secure virtual consultations by phone or video.
What states do you currently serve?
Florida, Texas, Arizona, New Jersey, Pennsylvania, Tennessee, and Virginia.
Is the consultation free?
Yes. The consultation is designed to help you understand your options and decide whether a strategy is appropriate for your goals.
Are product results guaranteed?
Coverage, pricing, guarantees, and benefits vary by product, carrier, state, and underwriting approval. Your advisor will review available options and disclosures with you.
Ready when you are
Start with a free virtual consultation.
Review your protection, retirement, and family financial goals with a licensed professional serving your state.