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

W

Enrollment with Lincoln Heritage

Enrollment with Lincoln Heritage Hello Ms Lydia Sandoval provided important information during my initial experience that made me fully understand and felt comfortable with my life policy Thank you for having Ms Sandoval on your staff and I appreciate that she treated me as if she CARED and took a interest Again thank you u
D

Excellent service

Excellent service All of my questions were answered and there was no pressure to buy I appreciate the flexibility Robin provided when finding a convenient time for us to discuss my final expenses needs This is my 2nd policy with Lincoln Heritage and I am very likely going to purchase a policy for my husband in the near future too
R

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
M

Since taking on my new policy I m completely confident about my final wishes and my kids immediate well-being when I pass

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 my shoulders Not to mention the greater policy value It s a very satisfied feeling of having handled something I myself had to go through just a few years back with my own mother and knowing my kids can relax about it and focus on their memories rather than having to deal with all the reality of it
C

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
C

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
B

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
C

Nice trogens check outs pretty smooth

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 strongest that they have ever seen it go through Proven product and conditioning of course from customer service care --Dr Chelsea Avila Goins Ruiz
A

The truth about cremation insurance

I talk to Michael about canceling my insurance I explained that I talk to a local funeral company And I was going with them He explained more about the company and what they do for me versus the funeral company The prices what my family will be getting as for as services So I changed my mind and stuck with Heritage and added more insurance

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.