Reviews Summary

Heritage Associates has a 4.6 - star rating from 5 reviews, indicating a high level of customer satisfaction!

5 stars
3 Reviews
4 stars
2 Reviews
3 stars
0 Reviews
2 stars
0 Reviews
1 stars
0 Reviews
Rating (1.0)

About company

Heritage Associates serves as the Texas and Minnesota regional agency of Lincoln Heritage Life Insurance Company, a leading provider of final expense coverage. Specializing in small, whole-life insurance policies, they offer planning assistance to ease the financial burden on loved ones during funeral arrangements. With coverage ranging from $1,000 to $20,000, benefits are accessible within 24 hours at the time of need. The application process requires no medical exam, and most qualify without a waiting period. Once coverage begins, rates remain consistent, and policies do not expire, providing long-term security for policyholders and their families.

Key Details:

  • Location: The company is headquartered in Austin, Texas, United States.
  • Founders: Heritage Associates was founded by Don McNamara CMC.
  • Foundation Date: The company was established in the year 1997.

Customer reviews

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(5.0)
Jamey explaned everything to the
by Norma

Jamey explaned everything to the T and I know that I can depend on her if I need to reach out to her for whatever questions I might have.

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(4.0)
Lincoln Heritage Associates was good.
by Sharon

Lincoln Heritage Associates was good. My rep Robin Akin was smart, detailed, pro, and polite. She told me all the policies and listened to me. She didn't push unwanted policies and gave options within my budget.

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(4.0)
Since starting my new policy
by Mary

Since starting my new policy, I feel much more "cared for" and less worried about my kids dealing with my final plans! It's such a relief! Plus, the policy is worth more now. It feels good to have sorted out something I went through with my mom a few years ago, and my kids can relax knowing they don't have to deal with all the tough stuff.

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(5.0)
They seem good.
by Chrissy Guillot

They seem good. Lydia was nice and told me everything I needed to know without trying to make me spend more. The product seems good, and Lydia explained it well.

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(5.0)
Jaime, my agent, was really
by Jerrie

Jaime, my agent, was really nice, she was friendly and understanding. I didn't feel pushed into anything, and I think she was honest with me. I believe she'll be able to help my husband too when he's ready to get insurance. Now, I just need to persuade him to consider it.

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