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%
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AI Review Summary Based on 69 reviews

Customers consistently report excellent experiences with Heritage, highlighting professional, knowledgeable, and helpful staff. The service is described as easy, fast, and transparent, with particular praise for agents like Lydia Sandoval, Jamie Payne, and Michael Koetting. Clients appreciate the clear explanations and feeling of being well cared for. The company is viewed as honest, respectful, and reliable for funeral and life insurance needs.

What customers love
  • Professional staff
  • Knowledgeable agents
  • Easy enrollment
  • Fast service
  • Transparent process
Common concerns
  • Expensive pricing

Last updated 4 weeks ago

C

Lydia was very friendly and informed

Lydia was very friendly and informative She answered all my questions and did not try to upsell me when I told her what I could afford It seems to be an excellent product and Lydia explained it thoroughly
S

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
V

A Glowing Testimony

I had a very positive experience with my sales representative He was polite and courteous and took his time to address all my questions Due to his knowledge of the product I feel all my needs were met It gives me such a peace of mind knowing I have made the proper steps in securing this final expense policy with Lincoln Heritage
R

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
P

I am not one for taking Sales Calls

I am not one for taking Sales Calls from anyone but was so impressed with the level of professionalism from Michael Koening I not only listened but signed up with him I would have never normally done that He was clear concise and very honest which are things that are lacking from most companies these days So I am with you all because of great Customer Service from Michael
M

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
L

Superior customer service

Superior customer service answered all my questions and explained in detail all I needed to know Extremely knowledgeable on what to expect and how the company will handle the claim in a step by step manner Will be reaching out to her again soon
A

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
S

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
E

Patient and knowledge very patient and extremely

Luke was very patient and extremely knowledgeable He took the time to explain the instructions and policy thoroughly I had to interrupted him two or three times during the interview because I didn t understand certain parts Each time Luke patiently explained the parts of the policy that I didn t understand He never got sharp or angry which was a refreshing change from some other insurance agents that I ve dealt with before Luke s positive attitude will take him far in both his PROFESSIONAL and SPIRITUAL LIFE I hope he always remember to stay humble and not embarrass the LORD I also want to mention that I initially didn t want to get the insurance because I recently bought a vehicle with transmission problems I expressed my concern abut the cost of the policy at this time He suggested a 2000 policy for now to get me started and I will have the option to add on later This was a very thoughtful and helpful suggestion

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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Frequently Asked Questions

Heritage Associates provides final expense insurance planning and cremation services, including assistance with traditional burial or cremation arrangements through life insurance policies.

The primary service options are cremation, traditional arrangements, and final expense insurance plans.

Cremation services often range from $2,000 to $8,000 without insurance.

Traditional arrangements, which may include a viewing and ceremony, can range from $8,000 to $15,000 or more without insurance.

Final expense plans offer life insurance coverage of up to $20,000.

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About Heritage

Heritage Associates: Final Expense Insurance Planning and Cremation Services

Heritage Associates operates as the regional agency of Funeral Advantage by Lincoln Heritage Life Insurance Company, the market leader for final expense coverage. The company provides whole-life insurance policies and planning assistance to help alleviate the burden placed on loved ones when coordinating and paying for traditional burial or cremation arrangements. Individuals can request a free quote by providing their first name, last name, birthdate, gender, phone, email, and address, including apartment, unit, or floor details.

Service Options: Cremation, Traditional, and Final Expense

The website outlines three primary service paths: cremation, traditional arrangements, and final expense insurance. For those who prefer cremation, prices often range from $2,000 to $8,000 without insurance. Traditional arrangements, which may include a viewing and ceremony, can range from $8,000 to $15,000 or more without coverage. Final expense plans offer life insurance coverage of up to $20,000 to help protect loved ones and cover additional costs. The platform allows users to select their plan preferences while the team assists in finding appropriate coverage.

24/7 Funeral Support and Policy Management

Heritage Associates emphasizes support during difficult times, offering licensed associates to help find the right plan and a dedicated funeral concierge team available 24/7. This team assists in negotiating, coordinating, and remitting policy proceeds within 24 hours at the time of need. Once a policy is approved, a comprehensive packet is mailed to the policyholder, including step-by-step final wishes forms to document personal preferences securely. The company notes that policies include a free 24/7 concierge service and that coverage can be canceled within 30 days for a full refund, with refunds issued by check.

Peace of Mind Through Guaranteed Acceptance Life Insurance

The platform highlights that the right final expense plan can provide peace of mind, ensuring loved ones receive necessary financial support during challenging times. Plans are underwritten by Lincoln Heritage Life Insurance Company using form ICC13FEAPPR. It is important to note that this life insurance product is not available in New York. The website includes links to terms, privacy policy, returns, and careers for further information.