Reviews Summary

Heritage Associates has a 4.7 - star rating from 3 reviews, indicating a high level of customer satisfaction!

5 stars
2 reviews
4 stars
1 reviews
3 stars
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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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(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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