My agent Micheal was absolutely great he is very kind and understanding he made getting this policy very easy and stress free😁
Bedrijf heeft geantwoord
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Lees wat reviewers zeggen
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... Toon meer
Bedrijf heeft geantwoord
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... Toon meer
Bedrijf heeft geantwoord
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... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Over Heritage Associates
Geschreven door het bedrijf
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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Contactgegevens
Verenigde Staten
- (512) 648-6400
- team@heritage.associates
- heritage.associates
4,9
Uitstekend
215 reviews
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A really good plan to leave no issues or embarrassing to your loved ones
It’s a really good option to be prepared for your self or others, at an affordable price and easy payments! I hope not regrets afterwards, cause I’ll coma back and pull everyone’s feet
31 augustus 2023
Antwoord van Heritage Associates
After 60 years of service (more than a decade for our current team here at Heritage Associates), we've yet to have our feet pulled by any late policyholders, so we're not planning on you needing to do that. In all seriousness, thank you for sharing your positive experience working with us. We appreciate your kindness, trust, and sense of humor!
Lydia made the experience very…
Lydia made the experience very pleasant. She was willing to work with my time even when I had things come up. Definitely recommend Lydia and Heritage Associates.
24 augustus 2023
Antwoord van Heritage Associates
Thank you for sharing your positive experience working with Lydia! Don't hesitate to let us know if there is anything else we can do for you!
When I texted Lydia to tell her I…
When I texted Lydia to tell her I needed to reduce my monthly payment , she returned my text right away. She was able to reduce my payment into a more manageable payment. She is always so polite and helpful.
5 september 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
We're glad Lydia was able to find a more comfortable premium, so you can hold on to coverage! We so appreciate the opportunity to serve you and your loved ones.
Antwoord van Heritage Associates
Great to hear! Thank you for the opportunity to serve you and your loved ones! Don't hesitate to give us a call if any additional questions arise.
Heritage Sales Rep
Jamie Payne was excellent in my experience with explaining the details of my policy with Heritage. And is the major reason I decided to get the policy.
15 augustus 2023
Antwoord van Heritage Associates
We know Jamie enjoyed working with you, so thank you for your kindness and making it so easy to serve you. We are deeply grateful for the opportunity!
I had a very pleasant experience while…
I had a very pleasant experience while speaking to Mr Logan ,
He helped with all my questions I had for him, I was very satisfied with all his help. Thank you so much for all the info you gave me also for your precious time.
25 augustus 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
Thank you for the opportunity to serve you and your family again! We're glad you had a great experience with Logan. If there is anyone else we can help among your friends or family, please don't hesitate to let Logan know!
Antwoord van Heritage Associates
We're glad you had a great experience! We're here for you if anything else arises, so don't hesitate to reach out! Also, thank you again for the opportunity to serve your family!
My experience with Heritage Associates…
My experience with Heritage Associates was nothing but pleasant! Jamie Payne walked me through each step and made sure I knew all the details and answered every question of mine, before I agreed on which plan I wanted to sign for.
26 juli 2023
Antwoord van Heritage Associates
We're glad you had such a great experience with Jamie! If there is anything else we can do for you or your loved ones, please don't hesitate to call!
Rapidez y eficacia
Rapidez y eficacia. Sumamente amables siempre. Atención inmediata
14 augustus 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
Muchas gracias. Agradecemos servir a su familia!
Excellent …
The representative was very professional, courteous, knowledgeable, and quick. I appreciate his expertise. Thank you.
1 augustus 2023
Antwoord van Heritage Associates
We very much appreciate your kind feedback! Thank you so much for the continued opportunity to serve you and your family!
Easy and transparent
Lydia did a wonderful job guiding me through the process. She answered all my questions and made me feel confident in my decision. I have and will continue to recommend Heritage.
17 juli 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
Thank you for your support! We're glad you had a great experience with Lydia!
Extremely Satisfied
Ms. Payne was very friendly and knowledgeable about the product I was interested in purchasing. The process was easy to complete and the information was easy to undetstand. I appreciate Ms. Payne for her assistance in providing me with peace of mind in taking care of my future funeral needs and her attention to customer service. I recently had two Matriarchs in our family die within days of each other. Devastating for sure, but each Woman had the forsight to have paid funeral arrangements in place. We were able to mourn and celebrate their legacies without the terrible burden of locating money to pay for expenses. I told Ms. Payne I wanted that for my family and she helped me do it!
12 juni 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
We are sorry for your loss. When family matriarchs go, it leaves such a palatable gap that time softens but never fully fills. We're glad you had such a great experience working with Jamie!
On the side of right
I had a situation with this company. and they were not willing to resolve it. But Michael at Heritage Associates stepped in and let me see that they care about their clients and being on the side of right.
5 juli 2023
Antwoord van Heritage Associates
Updated on July 17, 2023: All of the concerns here with Lincoln Heritage were completely valid and your frustration was absolutely warranted. You made what should have been a simple request. You requested to move your recurring payment date to the 25th of each month, and the Service advisor at Lincoln Heritage incorrectly changed the recurring payment date to the 5th of each month instead of the 25th beginning in July. This was an unacceptable error.
Thank you for working with Michael and our agency, Heritage Associates. Your earnestness and cooperation enabled us to coordinate with Lincoln Heritage directly to call attention to the error and have Lincoln Heritage overnight you a refund check. We can't apologize enough for this situation and appreciate your graciousness and responsiveness in reversing the error! In the future, don't hesitate to give us a call at (651) 691-7058. Our office is always happy to process requests on your behalf with Lincoln Heritage to ensure your family has the confidence of being cared for by the team who has been with you since your coverage started!
The representative was very patient and…
The representative was very patient and provided answers to all of my questions. She explained everything very well.
8 juni 2023
Antwoord van Heritage Associates
Thank you for the opportunity to serve you and your family! We appreciate your kind words too. Don't hesitate to contact us if any additional questions arise!
I talked to you about the life…
I talked to you about the life insurance and was very pleased with the answers I was given
10 juni 2023
Antwoord van Heritage Associates
Thank you for the opportunity to continue serving you with your coverage needs! We're here if you have any additional questions!
Jamie was great at explaining everything
21 juni 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
We're glad you had a great experience with Jamie! If there's anything else we can do for you, don't hesitate to give us a call!
Sales agent was very courteous
Sales agent was very courteous, informative & respectful of my time
17 mei 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
We're glad you had a great experience! Thank you so much for sharing!
I love my case person Lydia she be here…
I love my case person Lydia she be here for me scent day one any time that I have a problem I contact her and she on it and fixe the problem fast she found me the best policy that fits my budget thank u Lydia 😊😊😊
5 juni 2023
Review zonder uitnodiging
Antwoord van Heritage Associates
Thank you for sharing your experience with Lydia!
Happy what I got
26 mei 2023
Antwoord van Heritage Associates
We are happy too! Thank you for the opportunity!
The man I talked to was very nice and…
The man I talked to was very nice and professional. He told me everything about the plan, and answered all my questions.
3 mei 2023
Antwoord van Heritage Associates
Thank you for your kind words. It's our privilege to have your trust in serving your family!
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