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
See how their reviews and ratings are sourced, scored, and moderated.
The agent was pleasant
The agent was pleasant, informative and patience with me. The service was understandable and fast to sign up. Highly recommended the services to family and friends.
28 October 2024
Unprompted review
Reply from Heritage Associates
Thank you for your kind words! We are glad to hear that you had a pleasant and informative experience with our agent and found the process quick and easy. Your recommendation means a lot to us, and we’re grateful to have earned your trust. Please don’t hesitate to reach out if you or your loved ones need assistance in the future!
Miss Lydia was very friendly and …
Miss Lydia was very friendly and listened to us and was very helpful to us .I really enjoyed talking to her. I would highly recommended her10/
23 October 2024
Unprompted review
Reply from Heritage Associates
Thank you so much for sharing your experience! We’re delighted to hear that Lydia made a positive impact with her friendliness and attentiveness, and we’ve shared your kind words with her. We deeply appreciate your trust and the opportunity to serve you and your loved ones.
Excellent company and people
Robin was excellent at explaining everything about the company and all that they do. She was pleasant and courteous and very knowledgeable about everything I needed to know and understand.
2 September 2024
Unprompted review
Reply from Heritage Associates
Thank you for your kind feedback! We’re very pleased to hear that Robin was able to provide you with all the information you needed in a pleasant and knowledgeable manner. We’ll be sure to pass along your kind words to her. Most importantly, thank you for your trust in allowing us to serve you and your loved ones. If you have any more questions or need further assistance, please don’t hesitate to reach out!
She is very knowledgeable and…
She is very knowledgeable and understanding. Highly recommend
23 September 2024
Unprompted review
Reply from Heritage Associates
Thank you so much for your kind words! We’re thrilled to hear that you had such a positive experience and felt well-supported. Providing knowledgeable and understanding service is always our goal!
Good customer service and now days that…
Good customer service and now days that is rare and appreciated!
25 September 2024
Unprompted review
Reply from Heritage Associates
Thank you for your kind words! We know policyholders are trusting us with their loved ones when it's time to depart this life, so we absolutely strive for top-notch service. We have some families call us before they call 911 (absolutely not advisable...we want to be the first call after emergency services not before), but this is why it's so important for us to have calls answered by real people based in the United States who are here to help, even on the worst of days. We appreciate your trust and the opportunity to serve your loved ones!
Sale rep was so informative and helpful
Sale rep was so informative and helpful
19 September 2024
Unprompted review
Reply from Heritage Associates
Thank you for your kind words. Most importantly, we appreciate your trust and the opportunity to serve you and your loved ones!
Excellent customer service
Excellent customer service. All of my questions were answered, and it was such an easy process.
6 September 2024
Reply from Heritage Associates
Thank you for your kind words! We’re thrilled to hear that all of your questions were answered and that you found the process easy. We strive to provide excellent experience and appreciate both your feedback and trust!
Everything was quick and easy over the…
Everything was quick and easy over the phone and my agent was super nice and helpful to me and answered all questions i had. I would recommend lincoln heritage for their burial insurance needs.
9 September 2024
Reply from Heritage Associates
Thank you so much for your kind words! We’re thrilled to hear that you had a smooth and easy experience. We really do aim to demonstrate how quick and easy it is to qualify for coverage and protect your loved ones. Peace of mind is absolutely our goal! We truly appreciate your trust in us for your burial insurance needs. If you need anything else, please don't hesitate to give us a call!
Very helpful and attentive rep
Very helpful and attentive rep. She helped me with all my questions and followed up days after to make sure I recieved everything .
3 September 2024
Reply from Heritage Associates
Thank you for your kind words! We're glad to hear you felt well assisted and cared for throughout the process of issuing your coverage. Most importantly, we appreiciate your trust, and please do not hesitate to contact us if there is anything we can do for you or your loved ones in the future!
When I had the chance to get life…
When I had the chance to get life insurance sandy made my experience a very awesome one she took her time to answer all my questions also made me feel like everything was about. So I would like to tell sandy thank you so much for your time and understanding and patience you are great.
17 July 2024
Unprompted review
Reply from Heritage Associates
Thank you so much for sharing your experience! We strive to ensure that every policyholder feels informed and valued, and it sounds like Sandra did just that. We’ll be sure to pass along your kind words to her. Thank you for your trust, and please don’t hesitate to reach out if you have any more questions or need further assistance in the future!
Easily done with professional…
Easily done with professional assistance by Mr Luke Ezell.
11 July 2024
Reply from Heritage Associates
Thank you so much for your kind words! We’re thrilled to hear that you found the process easy with Luke's assistance. We know Luke enjoyed working with you as well. If you have any more questions or need further assistance, don’t hesitate to reach out. We’re here to help!
Lydia was excellent and made it so easy!
13 August 2024
Reply from Heritage Associates
Thank you so much for your kind words! We know Lydia enjoyed working with you! Most importantly, thank you for your trust and the opportunity to serve you and your family! If you ever need anything in the future, don’t hesitate to reach out.
Lydia was most helpful and didn’t try…
Lydia was most helpful and didn’t try to influence us to do much than we could handle financially. Gave us all options so we could choose.
19 July 2024
Reply from Heritage Associates
Thank you for your kind review! We’re delighted to hear that Lydia was able to assist you effectively and provided you with all the options necessary to make an informed decision that felt comfortable. We strive to ensure our policyholders feel supported and empowered to choose the best plan for their needs, circumstance, and wishes. Thank you for your trust, and please don't hesitate to contact us if you or your loved ones need any assistance in the future!
Reply from Heritage Associates
Thank you so much for your kind words and the wonderful A+++ rating! We’re thrilled to hear that Lydia provided you with excellent service. Patience and attentiveness are qualities we hope to always uphold. Your feedback is greatly appreciated, and we’ll be sure to share it with Lydia. If you need anything else, don’t hesitate to reach out. We’re here to help!
Lydia is very knowledgeable
Lydia is very knowledgeable. She responded to my call and questions immediately.
30 July 2024
Unprompted review
Reply from Heritage Associates
Thank you for your positive feedback! We're thrilled to hear that Lydia was able to assist you promptly and effectively. If you have any more questions or need further assistance, please don't hesitate to reach out.
The agent was great and has great…
The agent was great and has great customer service
16 July 2024
Unprompted review
Reply from Heritage Associates
We are so glad you had a great experience! Thank you for your trust and the opportunity to serve you and your family!
The Agent was very helpful.
2 May 2024
Reply from Heritage Associates
We're glad you felt well assisted! Thank you for your trust and the opportunity to help!
I had all my questions answered…
I had all my questions answered professionally and was very satisfied
3 June 2024
Reply from Heritage Associates
Thank you for your positive feedback! We are thrilled to hear that all your questions were answered professionally and that you are very satisfied with our service. Your satisfaction is our top priority, and we look forward to continuing to serve you and your loved ones in the future.
The policy was explained to me…
The policy was explained to me thoroughly and the agents are so friendly and made me feel at ease at choosing said coverage.
27 June 2024
Reply from Heritage Associates
We were happy to help and look forward to assisting you with more coverage whenever you are ready! Thank YOU for your kindness and being such a joy to assist! Above all, we appreciate you trusting us with the opportunity to serve you and your loved ones!
Their service is great friendly and…
Their service is great friendly and professional
12 July 2024
Unprompted review
Reply from Heritage Associates
We're glad you had a great experience! We very much appreciate the opportunity to serve you and your family!
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