Unity Financial Life Insurance

Pre-need planning ensures funds for funeral expenses are available when needed by the family.

Unity Financial offers Medicaid-compliant single-premium immediate annuities (SPIAs) to support Medicaid qualification and future security.

Pre-need insurance policies cover funeral expenses in advance, easing financial and emotional burdens on families.

Unity Financial partners with funeral directors, financial advisors, and elder law attorneys to offer Medicaid-compliant life insurance and single-premium immediate annuities (SPIAs) for final expense planning.

Unity Financial provides pre-need insurance policies, including burial or funeral insurance, to help cover funeral expenses.

An irrevocable funeral trust holds a paid-up life insurance policy to cover funeral expenses and may qualify as an exempt asset for Medicaid applications in most states.

Unity Financial provides policies for final expenses, Medicaid compliance, and legacy protection.

AM Best upgrades Unity Financial Life Insurance Company’s Long-Term Issuer Credit Rating outlook to **positive** from stable while maintaining its **B++ (Good)** Financial Strength Rating and **‘bbb’ (Good)** Long-Term Issuer Credit Rating. The company, based in Cincinnati, OH, retains a **stable** outlook for its Financial Strength Rating. The revision reflects AM Best’s updated assessment of Unity’s credit profile.

Apr 2024Insurance News | InsuranceNewsNetNews article

Unity Financial Life Insurance Company reports net premiums of **$13.4 million** in Q3 2013, marking a **$2.3 million increase** from the same period in 2012. The company’s third-quarter results reflect stronger financial performance compared to the prior year. This growth follows a trend of rising premiums, underscoring improved market positioning.

Dec 2013Connecting DirectorsNews article

Unity Financial Life Insurance Company ranks as the fastest-growing privately owned life insurance company in America, according to *Inc.* magazine’s 5000 list. The company’s growth—with life premiums comprising at least 25% of total premiums—positions it as a key ‘model link’ in corporate supply chains, per the National Center for the Middle Market. Its performance helps enhance customer satisfaction amid market volatility.

Aug 2013Connecting DirectorsNews article

Unity Financial Life Insurance Company has issued over 30,000 life insurance policies since 2008, including no-cost coverage for children, grandchildren, and great-grandchildren. The program establishes an industry benchmark for child protection plans. Policies are distributed through Unity Financial’s Cincinnati, Ohio-based operations.

May 2013Connecting DirectorsNews article