Heritage Reviews

Heritage Associates

heritage.associates
4.75
69 reviews
Excellent Rating
Based on 69 user experiences

Rated 4.75 out of 5 by 69 Happy Customers

87%
7.2%
2.9%
0%
2.9%
All 5 ★ 4 ★ 3 ★ 2 ★ 1 ★ 😊 Positive 😐 Neutral 😞 Negative Reset Filter
N

Jamie explained everything to the t and

Jamie explained everything to the t and I know that I can depend on her if I need to reach out to her for whatever questions I might have
W

Policy upgrade

I did an upgrade on my policy and Ms Lydia Sandoval guided me step by step with an explanation of all that I needed to do I appreciate her patience as well Thank you
K

Excellent Customer Service Skill

She was so pleasant she is very knowledgeable of her job I really enjoyed talking to her she helped me to understand what I was getting the rate She is a very knowledgeable worker she is a great asset to the company it s not every day that you meet people in her field that is pleasant to talk to and that is knowledgeable and understanding I thank God for our conversation and she helped me get life ihelp me get everything I needed and understand what I was getting I m so happy about that of course I m going to share it with the rest of my family because I want my daughters and son to get good insurance and this is a very good insurance company my Mom had it she will be the rep that I will go through I Don t remember the exact day that I spoke with her I know it was last month Thank you so much for helping me
J

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
S

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
J

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
L

Excellent Lincoln Insurance

Lincoln Heritage Life Insurance has been very professional courteous knowledgeable and made me feel comfortable They are always there to answer my questions Mr Michael Koetting is phenomenal He always return my calls and make me number one I appreciate the policy and the guarantee of payment to my beneficiaries asap when I pass away
P

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
K

Lydia was awesome

Lydia was awesome she s helped me since first day I called she helped me when I was doing the paperwork she s called me to make sure everything was fine she s went way up and above
W

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

About Heritage

Heritage Associates is the regional agency of Funeral Advantage by Lincoln Heritage Life Insurance Company, the market leader for final expense coverage. We offer whole-life insurance policies and planning assistance to alleviate the burden placed on loved ones when the time comes to coordinate and...

United States

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