Heritage Associates Omdömen 

216
TrustScore 5 av 5

4,9

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Det här tycker kunderna

Betygsatt 5 av 5 stjärnor

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... Se mer

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Betygsatt 5 av 5 stjärnor

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... Se mer

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Betygsatt 5 av 5 stjärnor

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... Se mer

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Betygsatt 5 av 5 stjärnor

My agent Micheal was absolutely great he is very kind and understanding he made getting this policy very easy and stress free😁

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Företagsinformation

  1. Livförsäkringsbolag
  2. Kremering
  3. Begravningsförsäkring

Om Heritage Associates

Skrivet av företaget


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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Kontaktuppgifter

4,9

Utmärkt

TrustScore 5 av 5

216 omdömen

5 stjärnor
4 stjärnor
3 stjärnor
2 stjärnor
1 stjärna

Ber kunder att lämna omdömen

Detta företag bjuder in sina kunder att lämna omdömen – oavsett om de är positiva eller negativa

Har besvarat 100 % av sina negativa omdömen

Svarar vanligtvis inom 24 timmar

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Se hur deras omdömen och betyg hämtas, betygsätts och modereras.

4,9

Alla omdömen

(216)

37 omdömen under de senaste 12 månaderna

Skriv ett omdöme
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Betygsatt 5 av 5 stjärnor

Everyone has been very helpful and…

Everyone has been very helpful and extremely nice. I would recommend them to everyone.

16 oktober 2025
Omdöme utan inbjudan
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Svar från Heritage Associates

Thank you so much for your kind words! We’re truly grateful for your recommendation and so glad to hear that our team has been helpful and kind throughout your experience. Supporting families with compassion and clarity is at the heart of everything we do, and it’s wonderful to know that came through.

Betygsatt 4 av 5 stjärnor

Agent was helpful and great attitude

Agent was helpful and great attitude. Very professional

13 oktober 2025
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Svar från Heritage Associates

Thank you so much for sharing your kind words! We’re thrilled to hear your agent provided helpful guidance with a great attitude and professionalism. Our team takes pride in making this process clear and comfortable, and it’s wonderful to know that came through. We’re always here if you or your loved ones ever need assistance in the future!

Betygsatt 4 av 5 stjärnor

Thank for help good

6 oktober 2025
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Svar från Heritage Associates

Thank you so much for your kind words! We’re so glad to know you had a positive experience with our team. Helping families find the right coverage and peace of mind is what we’re all about. Please don’t hesitate to reach out if you ever need anything — we are here to help!

Betygsatt 5 av 5 stjärnor

We needed final expense ins.for me…

We needed final expense ins.for me husband and dont understand it much,lol! Robin Akin explained things to me so patiently! Such a sweet lady! Got my younger brother to sign up also with Robin! Thanku!

4 september 2025
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Svar från Heritage Associates

Thank you so much for sharing this, and for trusting Robin to help your family! We’re so glad she was able to make everything clear and comfortable for you — final expense insurance can be confusing at first, but our hope is always to bring clarity and peace of mind. We’re honored you also recommended your brother, and we’ll be here whenever you or your loved ones need us!

Betygsatt 5 av 5 stjärnor

She was very professional and patient.

She was very professional and patient.

5 september 2025
Omdöme utan inbjudan
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Svar från Heritage Associates

Thank you so much for your kind words! We’re so glad to hear that you had a positive experience and that our team member’s professionalism and patience made a difference. It’s always our goal to make this process as comfortable and stress-free as possible. Please know that we’ll be here for you and your loved ones whenever you need us.

Betygsatt 5 av 5 stjärnor

My agent made it so easy and found…

My agent made it so easy and found exactly what I needed in the price I wanted

1 september 2025
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Svar från Heritage Associates

Thank you so much for your kind reviews! It gives us such missional satisfaction to know we helped provide peace of mind through both your plan and the corresponding premium! Thank you again for the opportunity to serve you and your loved ones!

Betygsatt 5 av 5 stjärnor

Keeping in touch

29 augusti 2025
Omdöme utan inbjudan
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Svar från Heritage Associates

Thank you for your 5-star review! We’re so glad our team’s consistent follow-up and communication stood out to you. Staying in touch and being available when you need us is something we take pride in. We remain here to help whenever you or your loved ones need us!

Betygsatt 5 av 5 stjärnor

My pleasant experience

Talking to Robin Akin was like talking to a friend. She worked with me to find the right policy within my budget. She was NOT pushy at all. She did her follow up calls in a timely manner. After I got my policy in the mail, she went over every question I had. She didn't seem to be in a rush to get me off the phone. As for the policy, I chose to go with Lincoln Heritage for a few reasons, one was the AD&D rider, another was the assistance for my next of kin with finding the right funeral home, and the benefit of transportation assistance if I should pass away more than 200 miles away from home.
Thank you,

28 augusti 2025
Omdöme utan inbjudan
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Svar från Heritage Associates

Thank you so much for sharing your thoughtful review! We’re so glad to hear that Robin made you feel comfortable and supported throughout the process—her caring, patient approach is exactly what we strive for. It’s wonderful to know she took the time to answer all your questions without pressure and helped you find a policy that felt comfortable.

We’re also pleased that the unique benefits of Lincoln Heritage, like the AD&D rider, family assistance with funeral arrangements, and transportation protection, gave you the added peace of mind you were looking for. Those details can make a big difference for both you and your loved ones.

Please know we're here to support you and your loved ones whenever needed.

Betygsatt 5 av 5 stjärnor

Naomi was very patient and took the…

Naomi was very patient and took the time to explain everything. She also made it work with our budget

25 juli 2025
Omdöme utan inbjudan
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Svar från Heritage Associates

Thank you so much for your kind words! We’re delighted to hear Naomi was patient, thorough, and helped find coverage that felt comfortable for you and your family. We’ll be sure to share your appreciation with her!

Betygsatt 5 av 5 stjärnor

Headache free

I appreciate that everything was easy and smooth when I needed their help and assistance.

3 juli 2025
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Svar från Heritage Associates

Thank you for sharing your experience! We’re so glad everything was easy and smooth for you. Please don't hesitate to contact us if you or your loved ones need assistance again!

Betygsatt 1 av 5 stjärnor

I asked for a refund and still haven't…

I asked for a refund and still haven't received the paperwork at all.

11 augusti 2025
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Svar från Heritage Associates

Thank you for your feedback! This is Michael Koetting, Managing Principal for Heritage Associates, and I’m truly sorry to hear that you’ve felt frustrated with the cancellation process—handling these requests promptly is as important to us as processing claims on the hardest of days. Please know we absolutely stand by our money-back guarantee (free look period) and want to quickly resolve your frustration.

I did confirm that your cancellation request was processed on August 11, 2025 (5 days ago when we last spoke with you), and Lincoln Heritage Life Insurance Company has already sent the cancellation form via USPS mail per your request. Physical mail typically takes 1–2 weeks to arrive (this weekend is still probably too soon to expect delivery), but if you’d prefer to complete the process more quickly, you also have the option to upload your cancellation directly through Lincoln Heritage’s policyholder portal at https://service.lhlic.com.

Our team, including Jamie, made several attempts to connect you directly with me so I could personally help expedite the process; unfortunately, you hung up before we could assist you further. Please know that I remain available and more than willing to assist you directly to make sure everything is resolved as quickly as possible.

We sincerely value the trust you placed in us and want to ensure this process is completed smoothly for you. I will attempt to contact you directly again when Lincoln Heritage's offices open on Monday to help walk you through the online process for expediting your cancellation request.

Betygsatt 5 av 5 stjärnor

Very professional!

10 juli 2025
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Svar från Heritage Associates

Thank you so much for your kind words! We know that preparing for final expenses can be a difficult topic to approach, which is why we take pride in providing the highest level of professionalism and care for every policyholder. We’re grateful for your trust and look forward to being here whenever you and your loved ones need us most.

Betygsatt 5 av 5 stjärnor

Easy to apply and easy approval

Easy to apply and easy approval. Very good

23 juli 2025
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Svar från Heritage Associates

Thank you for your feedback! We’re glad you found the process quick and easy. Don’t hesitate to contact us if you ever have questions or need assistance with your coverage.

Betygsatt 5 av 5 stjärnor

Helpful no matter the time.

Despite the fact it was late at night, around 7pm, and they were probably wanting to go home. They were very helpful and considerate with setting everything up.

30 juni 2025
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Svar från Heritage Associates

Thank you for the kind words! We’re so glad our team could assist you when you needed it. We know you are trusting us to support your loved ones on the toughest of days. Please know that the funeral concierge team is available after hours–and 24/7–to ensure that families are supported when it matters most. We truly appreciate your feedback and trust!

Betygsatt 5 av 5 stjärnor

Jamie made it so easy for me to…

Jamie made it so easy for me to understand the concept of the funeral home plans

24 juni 2025
Omdöme utan inbjudan
Logotyp för Heritage Associates

Svar från Heritage Associates

Thank you so much for your kind words! We’re thrilled to hear that Jamie was able to make everything clear and easy to understand. Helping families feel confident in their planning is exactly what we strive for. We’ll be sure to pass your appreciation along to Jamie!

Betygsatt 5 av 5 stjärnor

Don't Understand the Review

Well, after being told there wasn't a waiting period I was told that my prescription was rejected when I only take two water pills a day. That's It!!! now please reevaluate the policy and then tell me or I plan to cancel.

1 juni 2025
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Svar från Heritage Associates

Thank you for taking our call, Mrs. Porter! I’m glad we were able to clarify the misunderstanding—it appears we were being mistaken for another company. Rest assured, we never deny or reject applicants based solely on a single prescription. In fact, most applicants qualify for immediate coverage, just as you did with your original policy. Both of your policies remain in good standing, and we truly appreciate the opportunity to help you increase your coverage and continue serving you and your family.

Betygsatt 5 av 5 stjärnor

IT WAS QUICK AND EASY THANK YOU

IT WAS QUICK AND EASY THANK YOU , JAMIE PAYNE

3 juni 2025
Omdöme utan inbjudan
Logotyp för Heritage Associates

Svar från Heritage Associates

Thank you so much for taking the time to share your experience! We’re glad to hear the process was quick and easy for you. We truly appreciate your feedback and will be sure to pass your kind words along to Jamie!

Betygsatt 5 av 5 stjärnor

They made sure I got and reasonable…

They made sure I got and reasonable price on my
Life insurance policy

4 maj 2025
Logotyp för Heritage Associates

Svar från Heritage Associates

Thank you so much for your kind words! Making sure our clients get the coverage they need at a fair and reasonable rate is always our top priority. If you ever have questions or need anything in the future, don’t hesitate to reach out. We’re here to help!

Betygsatt 5 av 5 stjärnor

Trust

They explained all the steps with no surprises. Making the transition easier making me feel comfortable with my decision.

5 maj 2025
Logotyp för Heritage Associates

Svar från Heritage Associates

Thank you so much for your kind words! We’re glad to hear that the process felt smooth and transparent. It’s our goal to make every step as clear as possible so you can feel confident in your decisions. We appreciate your trust and are here for you anytime you need us!

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