Heritage AssociatesInsure Peace of MindCremationBurialLife InsuranceHeritage Associates is the Texas and Minnesota regional agency of Lincoln Heritage Life Insurance Company, the market leader for final expense coverage. Heritage Associates offers small, whole-life insurance policies and planning assistance to alleviate the burden placed on loved ones when the time comes to coordinate and pay for a funeral. Policies range from $1,000 – $20,000 in coverage, and benefits are accessible within 24 hours at the time of need. No medical exam is required, and most qualify with no waiting period necessary. Rates do not increase and policies do not expire once coverage begins!GET FREE QUOTELearn More
Heritage Associates (heritage.associates) has 197 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Mary Ellen P.
Total honesty! I love that about you! Honesty, cheerfulness and premium service are admirable traits of your company! Keep up the good work! Ellen Phillips
Response from Heritage AssociatesMar 13, 2024
We're so glad you felt several of our core values in your experience working with us! Above all, thank you for trusting us with the opportunity to service your final expense needs. We really appreciate you taking the time to share such positivity too!
Cathy
Great agent & easy to sign up. It's great to plan for the future because you aren't guaranteed tomorrow. Lost a family member who had everything planned & I realized I needed to plan so it's not on my family. Thank you!!!
Response from Heritage AssociatesMar 11, 2024
This so true! We are sorry for the recent loss of your family member, but what a gift that the process was planned. So many families find themselves not only confronting loss but in a loss for what to do because no plans have been made. Thank you for trusting us with the opportunity to help you establish your plan. We hope it's a long, long time before it's needed!
Cloteal H.
I called in to get information on a new account and found out I had an exiting account and my mother was the policy holder. Jamie was very patient,professional, knowledgeable and very helpful
Response from Heritage AssociatesMar 7, 2024
We're glad you had a great experience with Jamie! Thank you for trusting us with your final expense needs and taking the time to pay such positivity forward!
DLock
My experience was great. The two representatives who assisted me were extremely informative, caring and followed through with concerns even after receiving my policy. Based on my experience I recommend Heritage 100%.
Response from Heritage AssociatesMar 5, 2024
Thank you for your kind words and support! This made our week! 😊 We very much appreciate the opportunity to serve you and your family!
Shelly A.
I just got my first life insurance policy ever with Lincoln Heritage . My agent Jamie Payne is a great agent she is also an Amazing person. I recently had suffered a loss of a loved one that is very traumatic, Jamie’s compassion and kindness helped me get through it. I feel very blessed having her as my agent. I feel Lincoln Heritage the right choice for me as well as my family.
Response from Heritage AssociatesMar 5, 2024
We just shared your note with the team, and it's a source of huge encouragement for us! As you can imagine, final expense planning can be a heavy topic, so positive feedback like this gives us a huge sense of missional fulfillment in the work we are doing. We think Jamie is wonderful too, so thank you for taking the time to affirm her and share such positivity! We so appreciate the opportunity to serve you and your family!
JERRY
PATINT KIND AND KNOWLEDGEABLE
Response from Heritage AssociatesFeb 12, 2024
We're glad you had a great experience working with our team. We very much appreciate the opportunity to serve you! Congratulations on the coverage!
Samaira T.
I received a phone call ; returning my call after I failed to leave a voice message, (I assumed business was closed) Michael the manager of the association was very attentive to detail (my needs) and he went above to protect my service . I am very honored to be a client of Lincoln Heritage associates . I’ve worked with customer service for 30yrs and I am always grateful to give credit to where it belongs. Thanks again Michael
Response from Heritage AssociatesJan 16, 2024
Trustworthiness and competency are incredibly important values to us because we know you are counting on us to follow through with your loved ones when you are gone. We so appreciate the opportunity to serve you! Thank you for taking the time to share such positivity on something that seemed so small to us (returning a phone call)! This made our week and helped our team launch into the new year full of your positivity and enthusiasm for our mission!
Frank
Extreamly nice and informed staff who explaned all my options.
Response from Heritage AssociatesJan 16, 2024
We're glad you had a great experience and were able to lock coverage before the new year! Don't hesitate to contact us if there is anything we can do for you or your loved ones!
