UNIFI Companies Products and Services

Life Insurance and Annuities
Life insurance may be one of the most important purchases you’ll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children’s education, protect your spouse’s retirement plans, and much more. It can help build the foundation for a solid financial plan.

Annuities also play an important role in a solid financial plan. An annuity is a contract between you and an insurance company which provides for future income payments in exchange for your investment now. Annuities can helpful in planning for retirement and managing current income.

Retirement Plans
Whether it is a product to fund a retirement plan for an individual, a business, government entity, schools, universities or a not-for-profit organization, we offer products to fit a wide range of plans: IRAs, 401(k), 401(a), 457(b), 403(b), 457(f) and 412(i).

Group Dental, Eye Care and Hearing Care Insurance
If your company has been searching for affordable dental, eye care and hearing insurance products and services, look no further. We’re an industry leader, helping groups and individuals achieve and maintain good dental and vision health.

Investments
We offer a wide range of products and services geared to help you reach your unique financial goals. Add stocks, bonds, sustainable and responsible investing, mutual funds, many of which feature integrated corporate sustainability and responsibility research, variable products and managed accounts to your portfolio through your Financial Advisor or our nationwide network of registered representatives and financial advisors.

Personal Banking
We offer personal banking services tailored to fit your lifestyle. Open your account, access your money and utilize other banking benefits in a manner that makes the most sense for you. And, check out our checking accounts, flex term certificates of deposit and our nationwide mortgage loan program.

Public Finance
We help government entities and not-for-profit organizations raise funds for improvements like new schools, healthcare networks or other significant community enhancements. We provide comprehensive and cost-effective underwriting and marketing services for bond offerings.