Heritage Associates Reviews | Read Customer Reviews of heritage.associates

Heritage Associates Reviews | Read Customer Reviews of heritage.associates

Heritage Associates reviews

Showing 185 reviews with 5 stars · Clear filters

Sharon P.
Jun 16, 2025
Don't Understand the Review
Well, after being told there wasn't a waiting period I was told that my prescription was rejected when I only take two water pills a day. That's It!!! now please reevaluate the policy and then tell me or I plan to cancel.
Response from Heritage AssociatesJun 16, 2025
Thank you for taking our call, Mrs. Porter! I’m glad we were able to clarify the misunderstanding—it appears we were being mistaken for another company. Rest assured, we never deny or reject applicants based solely on a single prescription. In fact, most applicants qualify for immediate coverage, just as you did with your original policy. Both of your policies remain in good standing, and we truly appreciate the opportunity to help you increase your coverage and continue serving you and your family.
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Worth N.
Jun 4, 2025
IT WAS QUICK AND EASY THANK YOU
IT WAS QUICK AND EASY THANK YOU , JAMIE PAYNE
Response from Heritage AssociatesJun 4, 2025
Thank you so much for taking the time to share your experience! We’re glad to hear the process was quick and easy for you. We truly appreciate your feedback and will be sure to pass your kind words along to Jamie!
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Tommy L.
May 23, 2025
They made sure I got and reasonable…
They made sure I got and reasonable price on my Life insurance policy
Response from Heritage AssociatesMay 23, 2025
Thank you so much for your kind words! Making sure our clients get the coverage they need at a fair and reasonable rate is always our top priority. If you ever have questions or need anything in the future, don’t hesitate to reach out. We’re here to help!
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Cynthia D.
May 5, 2025
Trust
They explained all the steps with no surprises. Making the transition easier making me feel comfortable with my decision.
Response from Heritage AssociatesMay 7, 2025
Thank you so much for your kind words! We’re glad to hear that the process felt smooth and transparent. It’s our goal to make every step as clear as possible so you can feel confident in your decisions. We appreciate your trust and are here for you anytime you need us!
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Cassandra G.
May 4, 2025
Compassion and Patience
Michael made sure to explain everything to me. He was also very patient and compassionate when he was speaking to my younger brother. He remained in contact with me to confirm that our policy was approved. I really appreciated that.
Response from Heritage AssociatesMay 7, 2025
Thank you for your thoughtful review! We’re glad to hear that Michael was able to clearly explain everything and offer compassion throughout the process—especially when speaking with your younger brother. Keeping you updated and ensuring your policy was approved is the easy part. Thank you for your trust and the opportunity to serve you in the future on some of the hardest days.
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Karen N.
Apr 26, 2025
Was given the facts I needed to understand
Was given the facts I needed to understand insurance policies. Agent answered my questions and explained differences to me.
Response from Heritage AssociatesApr 26, 2025
Thank you for your kind review! We’re glad to hear that you felt well-informed and that your questions were answered clearly. It’s always our goal to make final expense insurance easy to understand and to help you feel confident in your decisions. Please don’t hesitate to reach out if you ever need anything in the future!
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customer
Mar 26, 2025
informative
Lydia was very knowlegeable and provided good insight
Response from Heritage AssociatesMar 27, 2025
Thank you for the kind words! We’re so glad to hear that Lydia was able to provide helpful insight and demonstrate her knowledge. We’ll be sure to share your feedback with her. Most importantly, thank you for the opportunity to serve you and your loved ones!
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JustAnswer C.
Mar 26, 2025
Excellent customer service and product
Excellent customer service and product
Response from Heritage AssociatesMar 26, 2025
Thank you so much for the kind words! We’re thrilled to hear you had a great experience with both our service and product. If there’s anything else we can do for you, don’t hesitate to reach out! Thank you for the opportunity to serve you and your loved ones!
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