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Union Worker & Tradesman Protection Plan
Best for: Electricians, union workers, construction workers, tradespeople
Why do you, a Union Member, Electrician, or Tradesperson, need a Protection Plan?
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High-risk jobs mean you need immediate, airtight safeguards for your family's financial stability.
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Union benefits and employer policies are great, but they often leave critical personal gaps in estate planning.
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Without a clear strategy, your hard-earned wages and pension assets could be tied up in courts instead of helping your kids.
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If injury or illness strikes off the job site, your family's primary income stream needs a bulletproof backup.
Package Inclusions:
Estate Planning Review
A comprehensive evaluation of your current legal and financial standing to build a customized roadmap that protects your home, savings, and family legacy.
Will & Trust Options
Flexible, ironclad legal documents tailored to your specific needs—whether a straightforward Will or a private Trust—ensuring your assets skip the courtroom and go directly to your family.
Beneficiary Review
A deep-dive audit of your union benefits, annuity funds, 401(k) plans, and bank accounts to guarantee your money goes exactly where you intend without legal delays.
Life Insurance Needs Analysis
A strategic calculation that compares your current union or employer-provided life insurance against your family's real-world needs, identifying and fixing any dangerous coverage shortfalls.
Income Protection Planning
A specialized blueprint designed to insulate your household from financial distress, ensuring your bills are paid and your mortgage is covered if you are unable to work.
Family Protection Consultation
A dedicated, one-on-one session focused on aligning your trade benefits with a personal security plan, giving your spouse and children absolute peace of mind.
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