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
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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... 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
Company replied
My agent Micheal was absolutely great he is very kind and understanding he made getting this policy very easy and stress free😁
Company replied
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
4.9
Excellent
216 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 24 hours
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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
March 6, 2024
Unprompted review
Reply from 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!
My experience was great
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%.
February 1, 2024
Reply from Heritage Associates
Thank you for your kind words and support! This made our week! 😊 We very much appreciate the opportunity to serve you and your family!
Amazing Agent
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.
March 2, 2024
Unprompted review
Reply from Heritage Associates
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!
PATINT KIND AND KNOWLEDGEABLE
January 5, 2024
Reply from Heritage Associates
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!
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!
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