My agent Micheal was absolutely great he is very kind and understanding he made getting this policy very easy and stress free😁
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Nice trogens check outs pretty smooth performances. Needs plenty customer service support. Also sending the chime out there for deeper than better results and growth factors regarding health at it's... Leggi di più
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Michael Koetting was very helpful, acknowledgeable, and went above expectations to make sure that I was satisfied with the outcome. I really appreciate customer service like that. Michael keep doing w... Leggi di più
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Since taking on my new policy, I feel tremendously more "looked after", so to speak, and a great deal less anxed about my children having to deal with my final arrangements! This is such a weight off... Leggi di più
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Dettagli dell'azienda
- Agenzia di assicurazioni sulla vita
- anche in
- Azienda di assicurazioni per funerali
- Servizio di cremazione
Informazioni su Heritage Associates
Scritti dall'azienda
Insure Peace of Mind
Cremation
Burial
Life Insurance
Heritage 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!
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Informazioni di contatto
4,9
Eccellente
214 recensioni
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Robin was great
Robin was great. Got down to the point, explained all options. Courteous, sweet , attentive person.
18 aprile 2024
Non scritta su invito
Risposta di Heritage Associates
Thank you for taking the time to affirm Robin! Robin cares deeply about our mission, so your kind words are hugely validating and encouraging to not only Robin but our whole team! We sincerely appreciate the opportunity to serve you and your family!
Wonderful Experience
My interaction with Lincoln Heritage Associates for my funeral policy was great. My representative Robin Akin was very knowledgeable, thorough, professional and courteous. She explained all of the policies available and listened to my requests and provided exactly the type of policy I am currently enrolled with. She did not waste my time trying to sell me a policy I was not interested in and provided my options and monetary expenses in line with my budget.
2 aprile 2024
Risposta di Heritage Associates
We cannot thank you enough for taking the time to share your experience working with Robin! This kind of outcome is the aim of our mission, so you just gifted Robin and our whole team with an incredible sense of fulfillment. We very much appreciate your kindness and the opportunity to serve you and your loved ones!
Risposta di Heritage Associates
Thank you for the opportunity to serve you! We deeply appreciate your support!
Since taking on my new policy, I'm completely confident about my final wishes and my kids' immediate well-being when I pass.
Since taking on my new policy, I feel tremendously more "looked after", so to speak, and a great deal less anxed about my children having to deal with my final arrangements! This is such a weight off my shoulders! Not to mention the greater policy value. It's a very satisfied feeling of having handled something I myself had to go through just a few years back with my own mother, and knowing my kids can relax about it and focus on their memories rather than having to deal with all the reality of it.
26 marzo 2024
Risposta di Heritage Associates
You walking away with peace of mind feels like mission accomplished for us! ✅ This is exactly the kind of experience we aim to achieve, and your validation means the world to us! Thank you for your trust and kind words. We are grateful for the opportunity to serve you and your loved ones!
Legacy of peace
Death is inevitable and morbid, but a legacy of peace is what you leave to your loved ones when you deal with Heritage Associates
30 marzo 2024
Risposta di Heritage Associates
This was well said! Thank you for your support and, most importantly, your trust! We appreciate the opportunity to serve you and your loved ones.
Robin Akin was WONDERFULL!
Robin Akin was WONDERFULL!! She explained everything, very professional, personable and knowledgeable. She deserves a raise!
9 aprile 2024
Non scritta su invito
Risposta di Heritage Associates
Thank you for your kind words, especially considering that you decided to exercise your money back guarantee and not move forward with coverage at this time. We know life situations change and hope to have the opportunity to serve you again in the future!
Jamie Payne was really great.She help…
Jamie Payne was really great.She help me make the right move.I am so grateful.Thank you Jamie.
10 marzo 2024
Risposta di Heritage Associates
We know Jamie very much enjoyed her conversation with you and appreciated the opportunity to serve you and your family! Thank you for your kind words and trust!
Risposta di Heritage Associates
We're so glad you had a great experience! Thank you for trusting us with the opportunity to serve you and your loved ones! If any questions arise in the future, please don't hesitate to contact us.
She was very professional
She was very professional, knowledgeable, and polite.
30 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
We're glad you had a good experience! Thank you for the opportunity to serve you and your family!
Jamie was a great help
Jamie was a great help, she explained everything and answered any questions I had throughly.
2 aprile 2024
Non scritta su invito
Risposta di Heritage Associates
We're glad you had a great experience working with Jamie! Thank you for your trust, support, and the opportunity to serve you and your loved ones!
Risposta di Heritage Associates
We're glad you had a great experience working with Robin! We know Robin thoroughly enjoyed her conversation with you too. Thank you for trusting us with the opportunity to serve you and your family!
Lydia is always so personable
Lydia is always so personable. It is nice to talk/text with her.
25 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
We know Lydia very much appreciated the opportunity to serve you! Thank you for sharing such positivity!
Lydia was very friendly and informed
Lydia was very friendly and informative. She answered all my questions and did not try to upsell me when I told her what I could afford. It seems to be an excellent product, and Lydia explained it thoroughly.
12 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
Thank you for sharing such positivity regarding your experience working with Lydia! Most importantly, we are glad that you are comfortable with the coverage! If any additional questions arise, don't hesitate to call us.
Been very nice to me!!
21 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
We know arrangement planning isn't always a lively experience, so we strive to instill a sense of hopefulness, positivity, and peace of mind in our process and conversations. It means the world to us that you felt that in your experience working with us! Thank you for your trust and kindness!
Your Agent Lydia Sandoval was wonderful…
Your Agent Lydia Sandoval was wonderful to work with. She was very patient guiding me through the entire process and just a real pleasure to work with. Many thanks…👍
4 marzo 2024
Risposta di Heritage Associates
Thank you for trusting Lydia with a difficult topic and being so cooperative in our quick qualification process! We really appreciate the opportunity to serve you and your loved ones!
They explained and answered all my…
Approximately two weeks ago on March 4,2024 I called to find out what "final expenses" meant. It was graciously explained to me and all my questions were answered. And if after I thought I understood, if I still didn't, they patiently explained it again. The whole experience was great and simply amazing. It turned out to be easy, how simple you can plan everything, and do it all before hand. Now that's what I call stress-free. I'm so glad I did this, now everything is taken care of. Thank you, Barbara Willis.
3 marzo 2024
Risposta di Heritage Associates
We cannot thank you enough for taking the time to detail your thought process and experience working with our team. Ambiguity and natural anxiety around the arrangement planning process often discourage many from taking the necessary steps to prepare until it's too late. Your words truly feel like mission accomplished for us in the sense of bringing clarity, ease, and comfort to the process! Thank you so much for your kindness and support in affirming our mission. We very much appreciate the opportunity to serve you. Your words have deeply encouraged all of us!!
Honesty!!!
Jaime, my agent was very friendly, kind and empathetic. I never felt pressured and I feel she was honest. I also feel she will be a lot of help to my husband when the time comes... now I need to convince him to get insurance as well.
1 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
Thank you for the opportunity to serve you! We especially appreciate your kind words about Jamie!
Honesty and Service!
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
1 marzo 2024
Risposta di Heritage Associates
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!
Great agent & easy to sign up
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!!!
8 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
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!
I called in to get information on a new…
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
6 marzo 2024
Non scritta su invito
Risposta di Heritage Associates
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!
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