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... See more
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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... See more
Company replied
I received my packet a lot sooner than expected however the two questionnaire pages were in Spanish. I understand and read Spanish but my children do not. I called and was told another packet would be... See more
Company replied
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... See more
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Company details
About Heritage Associates
Written by the company
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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Contact info
4.8
Excellent
212 reviews
Replied to 100% of negative reviews
Typically replies within 24 hours
How this company uses Trustpilot
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I called and couldn’t wait so I hung up
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
January 8, 2024
Unprompted review
Reply from Heritage Associates
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!
Reply from Heritage Associates
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!
Be prepared
It wouldn't hurt anyone to be prepared for the final day. And this company seems to be quite respected for providing smooth and quality funeral services.
I was glad to see that they offer cremation services as well.
All in all, they will get you covered with whatever your final wish is, and make the process less stressful for your family.
December 26, 2023
Unprompted review
Reply from Heritage Associates
We are seeing more and more families lean in the direction of cremation given the rising costs of funerals and traditional burials. We are thankful for the opportunity to serve you and your loved ones, and we very much appreciate you taking the time to share such positivity! Happy New Year!
smooth and simle
the way everything was explained in a clear and easy to understand way. the rep was so nice, and patient answered all of our questions.
December 21, 2023
Reply from Heritage Associates
We appreciate the opportunity to serve you and are especially grateful for the time you took to share your experience in working with us! Happy New Year!
Quick responses from agent
December 8, 2023
Reply from Heritage Associates
Thank you for sharing positive feedback on our responsiveness. We appreciate the opportunity to serve you and your family! Have a Merry Christmas and wonderful holiday season!
Lydia was very polite...
Lydia was very polite, respectful, very informative, understanding and patient.
Date below is an approximate date.
November 27, 2023
Reply from Heritage Associates
Thank you for sharing your experience working with Lydia! Even more importantly, thank you for trusting us with the opportunity to serve your family!
Reply from Heritage Associates
Thank you for trusting us with the opportunity to serve you and your family! Don't hesitate to give us a call if there's anything we can do for you in the future!
The nice insurance lady!
Well the lady that helped me was very nice and helpful she explained everything to me so that I could understand not like other insurance companies that don't explain nothing to you or take the time to answer the questions there always in a hurry but she was very nice and calmed and curtious. I'm happy with her. I wish I could remember her name.
November 10, 2023
Reply from Heritage Associates
We're glad you had such a great experience! Thank you so much for taking the time to share your experience!
Excellent experience
Excellent experience. Friendly, knowledgeable, and helpful. Peace of mind is everything. I'm confident I've made the right choice, in trusting my afterlife care, with Heritage.
June 29, 2023
Reply from Heritage Associates
Your trust means everything to us. Our mission is to be here for your loved ones on their worst day, and that's not possible without first earning your trust. Thank you for giving us with the opportunity to serve you and sharing such positivity with others!
The staff is great
The staff is great! From sales to the very end. I loved so much the way my mom was handled when she passed away that I purchased a plan for myself. Thanks everyone for everything.
Wanda
August 19, 2023
Reply from Heritage Associates
It is always a pleasure serving you and your family!
The asistance given by Rebecca
October 18, 2023
Reply from Heritage Associates
Thank you for sharing your positive experience with Rebecca! We appreciate you trusting us with your final expense needs!
Reply from Heritage Associates
We're glad you had a great experience! Thank you for trusting us with the opportunity to serve you and your family!
The agent responded quickly to my…
The agent responded quickly to my request. She answered all my questions. I am so glad we have things set up for our children when the time comes. Thank you
September 12, 2023
Reply from Heritage Associates
Thank you for sharing your experience, and most importantly, thank you for trusting us with the opportunity to serve you and your family!
Agent was knowledgeable and answered…
Agent was knowledgeable and answered all questions. Never pushed me to buy anything.
August 11, 2023
Reply from Heritage Associates
We're glad you had a great experience! Don't hesitate to give us a call if there's anything else we can do for you or your loved ones!
Very satisfied!
Mrs. Payne was very professional and made this process really easy and smooth. She is very informational about the policies and talk to me through the steps I needed to get the right one for me!
August 22, 2023
Unprompted review
Reply from Heritage Associates
We're glad you had a great experience with Jamie! Thank you for trusting us with the opportunity to serve you and your loved ones!
Ms Lydia is very pleasant to speak…
Ms Lydia is very pleasant to speak to..very helpful & informative...An Awesome young lady...Thank you Ms Lydia
September 20, 2023
Unprompted review
Reply from Heritage Associates
We're glad you had a great experience with Lydia! Thank you for trusting us with the opportunity to serve you and be here for your loved ones!
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
August 31, 2023
Reply from 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.
August 24, 2023
Reply from 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.
September 5, 2023
Unprompted review
Reply from 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.
Reply from 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.
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