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Heritage Associates Reviews: 8

4.6

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Category:

Life Insurance

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Heritage Associates is 20 out of 33 best companies in Life Insurance on RealReviews.io

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Summary

Heritage Associates has a 4.6 - star rating from 8 reviews, indicating a high level of customer satisfaction!

  • 5 stars

    63%

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  • 4 stars

    37%

    3 reviews

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  • A

    Alfredo G.

    1 reviews

    Easy to navigate services

    Found the sections I needed quickly. Contact details were prominent and the tone felt credible without being stuffy.

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  • E

    Emilio

    1 reviews

    Professional and well presented

    Inquiry form was efficient, bios clear, and case summaries helpful for context. Communication was timely and well structured. The site gave me confidence to reach out.

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  • E

    Esther Brown

    1 reviews

    Luke showed a lot of patience and had a great amount of knowledge.

    Luke showed a lot of patience and had a great amount of knowledge. He explained the instructions and policy in detail. I had to interrupt him a couple of times during our chat because I was unsure about some details. Each time, Luke calmly clarified the parts of the policy that were confusing. He remained calm and patient, which was a nice change from other insurance agents I've encountered. Luke's positive demeanor is sure to benefit him in both his work and personal life. I hope he keeps a humble attitude and respects his values. I was initially hesitant to buy insurance due to my recent vehicle issues. I shared my worries about the cost, and he offered a $2000 policy to start, with the option to add more later. This was a thoughtful and useful suggestion.

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  • N

    Norma

    1 reviews

    Jamey explaned everything to the

    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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  • S

    Sharon

    1 reviews

    Lincoln Heritage Associates was good.

    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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  • M

    Mary

    1 reviews

    Since starting my new policy

    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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  • C

    Chrissy Guillot

    1 reviews

    They seem good.

    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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  • J

    Jerrie

    1 reviews

    Jaime, my agent, was really

    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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About Heritage Associates

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.
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