40 For 40 Program

ATTENTION IBEW MEMBERS

ULTRA is now offering ALL LISTED SERVICES AND SOLUTIONS for $40/month for 40 months plus a $200 application fee.

In an effort to provide union members with important information needed to protect family, assets, and income, ULTRA Estate Planning is offering an ONLINE RETIREMENT TRAINING for all members and their spouses. ULTRA provides a comprehensive program protecting the member by employing solutions to solve the Five Facets of Estate Protection and Retirement Planning. ULTRA is the estate planning provider for CSAEW and has been serving the union member since 1993.

Due to the Covid-19 restrictions in California, ULTRA has implemented an alternative process to help protect union members and retirees using the guaranteed methods listed above. ULTRA will employ the use of our educational videos, phone consultation or online conferencing for members with a licensed, bonded, and insured ULTRA staff member to complete estate and retirement planning.

The focus is to educate members on all facets of estate protection and retirement planning including the following:
  1. PENSION MAXIMIZATION PROGRAM – GUARANTEED INCOME FOR GENERATIONS
  2. RETIREMENT PLANNING – RISK FREE INVESTING WITH STOCK MARKET GAINS
  3. REVOCABLE LIVING TRUST – ELIMINATE PROBATE – EXCLUDE THE GOVERNMENT
  4. ELIMINATE TAXES – KEEP MORE OF YOUR INCOME
  5. LONG TERM CARE PLANNING – MEDI-CAL QUALIFICATION GUARANTEED

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